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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$56.28
Change+$0.46 (+0.82%)
VolumeN/A
Net Assets4.85B
Vanguard Mid Cap Index Investor
Price$67.08
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
JCMAX vs VIMSX Comparison Chart
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JCMAX vs. VIMSX commentary
Apr 19, 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 (4.85B). VIMSX pays higher dividends than JCMAX: VIMSX (1.46) vs JCMAX (0.24). JCMAX was incepted earlier than VIMSX: JCMAX (15 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 (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 : 4.66 vs. JCMAX (-2.97). VIMSX return over 5 years is better than : 68.74 vs. JCMAX (34.19).
| JCMAX | VIMSX | JCMAX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.20 | 0.17 | 706% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -9.123 | -6.870 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 175B | 3% |
| Annual Yield % from dividends | 0.24 | 1.46 | 16% |
| Returns for 1 year | -2.97 | 4.66 | -64% |
| Returns for 3 years | 1.31 | 6.59 | 20% |
| Returns for 5 years | 34.19 | 68.74 | 50% |
| Returns for 10 years | 21.80 | 92.65 | 24% |
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