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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$64.39
Change-$0.30 (-0.46%)
VolumeN/A
Net Assets5.7B
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
JCMAX vs VMCIX Comparison Chart in %
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JCMAX vs. VMCIX commentary
Aug 17, 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 StrongBuy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. JCMAX (5.7B). VMCIX pays higher dividends than JCMAX: VMCIX (1.50) vs JCMAX (0.22). 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 : 14.33 vs. JCMAX (6.02). VMCIX return over 5 years is better than : 62.28 vs. JCMAX (26.85).
| 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 | 3.972 | 8.308 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 197B | 3% |
| Annual Yield % from dividends | 0.22 | 1.50 | 15% |
| Returns for 1 year | 6.02 | 14.33 | 42% |
| Returns for 3 years | 17.72 | 26.45 | 67% |
| Returns for 5 years | 26.85 | 62.28 | 43% |
| Returns for 10 years | 36.56 | 125.29 | 29% |
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