Interact to see
Advertisement
Advertisement
JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$63.71
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets5.65B
Vanguard Mid Cap Index Investor
Price$77.06
Change-$0.14 (-0.18%)
VolumeN/A
Net Assets198.55B
JCMAX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCMAX vs. VIMSX commentary
Nov 20, 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: 199B vs. JCMAX (5.65B). VIMSX pays higher dividends than JCMAX: VIMSX (1.38) vs JCMAX (0.22). JCMAX was incepted earlier than VIMSX: JCMAX (16 years) vs VIMSX (28 years). JCMAX (1.20) is less costly to investors than VIMSX (0.17). JCMAX is a more actively managed with annual turnover of: 61.00 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 : 3.13 vs. JCMAX (-4.23). VIMSX return over 5 years is better than : 46.05 vs. JCMAX (12.80).
| 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 | 28 years | - |
| Gain YTD | 2.874 | 7.209 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.65B | 199B | 3% |
| Annual Yield % from dividends | 0.22 | 1.38 | 16% |
| Returns for 1 year | -4.23 | 3.13 | -135% |
| Returns for 3 years | 24.56 | 35.49 | 69% |
| Returns for 5 years | 12.80 | 46.05 | 28% |
| Returns for 10 years | 43.62 | 133.82 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers