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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JCMAX vs VIMSX Comparison Chart in %
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JCMAX vs. VIMSX commentary
Aug 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 225B vs. JCMAX (6.25B). VIMSX pays higher dividends than JCMAX: VIMSX (1.20) vs JCMAX (0.26). JCMAX was incepted earlier than VIMSX: JCMAX (17 years) vs VIMSX (28 years). JCMAX (1.22) 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 : 16.44 vs. JCMAX (8.46). VIMSX return over 5 years is better than : 38.86 vs. JCMAX (13.01).
| JCMAX | VIMSX | JCMAX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 12.611 | 14.454 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 225B | 3% |
| Annual Yield % from dividends | 0.26 | 1.20 | 22% |
| Returns for 1 year | 8.46 | 16.44 | 51% |
| Returns for 3 years | 35.38 | 55.82 | 63% |
| Returns for 5 years | 13.01 | 38.86 | 33% |
| Returns for 10 years | 57.81 | 158.70 | 36% |
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