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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$65.04
Change+$0.72 (+1.12%)
VolumeN/A
Net Assets5.46B
Vanguard Mid Cap Index Investor
Price$75.80
Change+$0.94 (+1.26%)
VolumeN/A
Net Assets176.87B
JCMAX vs VIMSX Comparison Chart
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JCMAX vs. VIMSX commentary
Jan 31, 2025
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 177B vs. JCMAX (5.46B). 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 annual gain was more profitable for investors over the last year : 19.95 vs. JCMAX (15.16). VIMSX return over 5 years is better than : 55.84 vs. JCMAX (32.25).
| 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 | 5.022 | 3.871 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 177B | 3% |
| Annual Yield % from dividends | 0.28 | 1.38 | 20% |
| Returns for 1 year | 15.16 | 19.95 | 76% |
| Returns for 3 years | 16.28 | 17.51 | 93% |
| Returns for 5 years | 32.25 | 55.84 | 58% |
| Returns for 10 years | 49.91 | 128.52 | 39% |