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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$61.37
Change-$0.81 (-1.30%)
VolumeN/A
Net Assets5.33B
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
JCMAX vs VIMSX Comparison Chart
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JCMAX vs. VIMSX commentary
Jun 15, 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: 185B vs. JCMAX (5.34B). VIMSX pays higher dividends than JCMAX: VIMSX (1.40) vs JCMAX (0.23). 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 : 11.58 vs. JCMAX (3.65). VIMSX return over 5 years is better than : 69.57 vs. JCMAX (33.96).
| 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 | -0.904 | 2.751 | -33% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 185B | 3% |
| Annual Yield % from dividends | 0.23 | 1.40 | 16% |
| Returns for 1 year | 3.65 | 11.58 | 32% |
| Returns for 3 years | 28.61 | 39.11 | 73% |
| Returns for 5 years | 33.96 | 69.57 | 49% |
| Returns for 10 years | 30.84 | 114.00 | 27% |
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