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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$68.68
Change+$0.76 (+1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$77.12
Change+$0.75 (+0.98%)
VolumeN/A
CapitalizationN/A
JCMAX vs VMCIX Comparison Chart
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JCMAX vs. VMCIX commentary
Nov 25, 2024
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 StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. JCMAX (5.44B). VMCIX pays higher dividends than JCMAX: VMCIX (1.50) vs JCMAX (0.28). JCMAX was incepted earlier than VMCIX: JCMAX (15 years) vs VMCIX (27 years). JCMAX is a more actively managed with annual turnover of: 40.00 vs. VMCIX (13.00). JCMAX has a lower initial minimum investment than VMCIX: JCMAX (1000) vs VMCIX (5000000). VMCIX (31.11) and JCMAX (30.75) have marching annual gain over last year. VMCIX return over 5 years is better than : 64.69 vs. JCMAX (43.29).
| JCMAX | VMCIX | JCMAX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 21.001 | 21.434 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 175B | 3% |
| Annual Yield % from dividends | 0.28 | 1.50 | 19% |
| Returns for 1 year | 30.75 | 31.11 | 99% |
| Returns for 3 years | 5.36 | 11.23 | 48% |
| Returns for 5 years | 43.29 | 64.69 | 67% |
| Returns for 10 years | 50.17 | 133.30 | 38% |
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