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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$58.28
Change-$0.35 (-0.60%)
VolumeN/A
Net Assets5.06B
Vanguard Mid Cap Index Investor
Price$69.71
Change-$0.60 (-0.85%)
VolumeN/A
Net Assets181.84B
JCMAX vs VIMSX Comparison Chart
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JCMAX vs. VIMSX commentary
Mar 12, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. JCMAX (5.06B). VIMSX pays higher dividends than JCMAX: VIMSX (1.33) vs JCMAX (0.23). 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 : 5.57 vs. JCMAX (-2.98). VIMSX return over 5 years is better than : 98.73 vs. JCMAX (55.86).
| 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 | -5.894 | -2.442 | 241% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 182B | 3% |
| Annual Yield % from dividends | 0.23 | 1.33 | 17% |
| Returns for 1 year | -2.98 | 5.57 | -53% |
| Returns for 3 years | 8.84 | 16.73 | 53% |
| Returns for 5 years | 55.86 | 98.73 | 57% |
| Returns for 10 years | 29.23 | 107.54 | 27% |
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