Ad is loading...
JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$60.10
Change+$0.60 (+1.01%)
VolumeN/A
Net Assets5.14B
Vanguard Mid Cap Index Investor
Price$71.66
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
JCMAX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JCMAX vs. VIMSX commentary
May 09, 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: 175B vs. JCMAX (5.14B). VIMSX pays higher dividends than JCMAX: VIMSX (1.48) vs JCMAX (0.24). JCMAX was incepted earlier than VIMSX: JCMAX (16 years) vs VIMSX (27 years). JCMAX (1.20) is less costly to investors than VIMSX (0.17). JCMAX is a more actively managed with annual turnover of: 38.00 vs. VIMSX (16.00). 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 : 7.09 vs. JCMAX (-0.40). VIMSX return over 5 years is better than : 71.68 vs. JCMAX (36.75).
| JCMAX | VIMSX | JCMAX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.20 | 0.17 | 706% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -3.924 | -1.372 | 286% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 175B | 3% |
| Annual Yield % from dividends | 0.24 | 1.48 | 16% |
| Returns for 1 year | -0.40 | 7.09 | -6% |
| Returns for 3 years | 18.42 | 26.15 | 70% |
| Returns for 5 years | 36.75 | 71.68 | 51% |
| Returns for 10 years | 28.93 | 104.77 | 28% |
View a ticker or compare two or three
VS
VS
Ad is loading...