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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$63.25
Change-$0.27 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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JCMAX vs VIMSX Comparison Chart
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JCMAX vs. VIMSX commentary
Sep 21, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. JCMAX (4.71B). VIMSX pays higher dividends than JCMAX: VIMSX (1.38) vs JCMAX (0.28). JCMAX was incepted earlier than VIMSX: JCMAX (15 years) vs VIMSX (26 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 (25.11) and JCMAX (24.97) have marching annual gain over last year. VIMSX return over 5 years is better than : 56.75 vs. JCMAX (26.68).
| JCMAX | VIMSX | JCMAX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 11.434 | 12.557 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 172B | 3% |
| Annual Yield % from dividends | 0.28 | 1.38 | 20% |
| Returns for 1 year | 24.97 | 25.11 | 99% |
| Returns for 3 years | 3.20 | 9.82 | 33% |
| Returns for 5 years | 26.68 | 56.75 | 47% |
| Returns for 10 years | 45.11 | 128.21 | 35% |
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