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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$62.55
Change-$0.58 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$72.82
Change-$0.65 (-0.88%)
VolumeN/A
CapitalizationN/A
JCMAX vs VIMSX Comparison Chart
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JCMAX vs. VIMSX commentary
Dec 28, 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: 190B vs. JCMAX (5.31B). 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 : 14.36 vs. JCMAX (10.94). VIMSX return over 5 years is better than : 51.28 vs. JCMAX (28.06).
| 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 | 11.487 | 14.936 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 190B | 3% |
| Annual Yield % from dividends | 0.28 | 1.38 | 20% |
| Returns for 1 year | 10.94 | 14.36 | 76% |
| Returns for 3 years | 5.60 | 5.47 | 102% |
| Returns for 5 years | 28.06 | 51.28 | 55% |
| Returns for 10 years | 43.08 | 118.11 | 36% |
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