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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$61.37
Change-$0.81 (-1.30%)
VolumeN/A
Net Assets5.33B
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
JCMAX vs VMCIX Comparison Chart
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JCMAX vs. VMCIX commentary
Jun 15, 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: 185B vs. JCMAX (5.34B). VMCIX pays higher dividends than JCMAX: VMCIX (1.53) vs JCMAX (0.23). JCMAX was incepted earlier than VMCIX: JCMAX (16 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 (16.00). 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 : 11.61 vs. JCMAX (3.65). VMCIX return over 5 years is better than : 69.71 vs. JCMAX (33.96).
| 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 | 16 years | 27 years | - |
| Gain YTD | -0.904 | 2.779 | -33% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 185B | 3% |
| Annual Yield % from dividends | 0.23 | 1.53 | 15% |
| Returns for 1 year | 3.65 | 11.61 | 31% |
| Returns for 3 years | 28.61 | 39.17 | 73% |
| Returns for 5 years | 33.96 | 69.71 | 49% |
| Returns for 10 years | 30.84 | 114.21 | 27% |
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