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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
Jul 14, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 224B vs. JCMAX (6.17B). 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 : 14.84 vs. JCMAX (6.62). VIMSX return over 5 years is better than : 38.66 vs. JCMAX (11.58).
| 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 | 10.183 | 11.650 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 224B | 3% |
| Annual Yield % from dividends | 0.26 | 1.20 | 22% |
| Returns for 1 year | 6.62 | 14.84 | 45% |
| Returns for 3 years | 26.72 | 44.75 | 60% |
| Returns for 5 years | 11.58 | 38.66 | 30% |
| Returns for 10 years | 57.74 | 158.37 | 36% |