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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$56.28
Change+$0.46 (+0.82%)
VolumeN/A
Net Assets4.85B
Vanguard Mid Cap Index Institutional
Price$67.21
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
JCMAX vs VMCIX Comparison Chart
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JCMAX vs. VMCIX commentary
Apr 19, 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. JCMAX (4.85B). VMCIX pays higher dividends than JCMAX: VMCIX (1.60) vs JCMAX (0.24). JCMAX was incepted earlier than VMCIX: JCMAX (15 years) vs VMCIX (27 years). JCMAX (1.20) is less costly to investors than VMCIX (0.04). JCMAX is a more actively managed with annual turnover of: 38.00 vs. VMCIX (13.00). JCMAX has a lower initial minimum investment than VMCIX: JCMAX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 4.67 vs. JCMAX (-2.97). VMCIX return over 5 years is better than : 68.84 vs. JCMAX (34.19).
| JCMAX | VMCIX | JCMAX / VMCIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.20 | 0.04 | 3,000% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -9.123 | -6.865 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 175B | 3% |
| Annual Yield % from dividends | 0.24 | 1.60 | 15% |
| Returns for 1 year | -2.97 | 4.67 | -64% |
| Returns for 3 years | 1.31 | 6.63 | 20% |
| Returns for 5 years | 34.19 | 68.84 | 50% |
| Returns for 10 years | 21.80 | 92.86 | 23% |
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