Interact to see
Advertisement
Advertisement
JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$64.39
Change-$0.30 (-0.46%)
VolumeN/A
Net Assets5.7B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
JCMAX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCMAX vs. VIMSX commentary
Aug 17, 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 StrongBuy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. JCMAX (5.7B). VIMSX pays higher dividends than JCMAX: VIMSX (1.37) vs JCMAX (0.22). 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 : 14.31 vs. JCMAX (6.02). VIMSX return over 5 years is better than : 62.16 vs. JCMAX (26.85).
| 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 | 3.972 | 8.291 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 197B | 3% |
| Annual Yield % from dividends | 0.22 | 1.37 | 16% |
| Returns for 1 year | 6.02 | 14.31 | 42% |
| Returns for 3 years | 17.72 | 26.39 | 67% |
| Returns for 5 years | 26.85 | 62.16 | 43% |
| Returns for 10 years | 36.56 | 125.09 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement