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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$67.92
Change+$0.96 (+1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$76.21
Change+$0.99 (+1.32%)
VolumeN/A
CapitalizationN/A
JCMAX vs VIMSX Comparison Chart
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JCMAX vs. VIMSX commentary
Nov 22, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JCMAX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. JCMAX (5.22B). VIMSX pays higher dividends than JCMAX: VIMSX (1.38) vs JCMAX (0.28). JCMAX was incepted earlier than VIMSX: JCMAX (15 years) vs VIMSX (27 years). JCMAX is a more actively managed with annual turnover of: 40.00 vs. VIMSX (13.00). JCMAX has a lower initial minimum investment than VIMSX: JCMAX (1000) vs VIMSX (3000). VIMSX (28.72) and JCMAX (28.09) have marching annual gain over last year. VIMSX return over 5 years is better than : 60.85 vs. JCMAX (39.70).
| JCMAX | VIMSX | JCMAX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 17.970 | 18.663 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.22B | 175B | 3% |
| Annual Yield % from dividends | 0.28 | 1.38 | 20% |
| Returns for 1 year | 28.09 | 28.72 | 98% |
| Returns for 3 years | 2.34 | 7.93 | 30% |
| Returns for 5 years | 39.70 | 60.85 | 65% |
| Returns for 10 years | 47.27 | 128.33 | 37% |
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