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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$58.28
Change-$0.35 (-0.60%)
VolumeN/A
Net Assets5.06B
Vanguard Mid Cap Index Institutional
Price$69.87
Change-$0.60 (-0.85%)
VolumeN/A
Net Assets181.84B
JCMAX vs VMCIX Comparison Chart
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JCMAX vs. VMCIX commentary
Mar 12, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. JCMAX (5.06B). VMCIX pays higher dividends than JCMAX: VMCIX (1.46) vs JCMAX (0.23). 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 : 5.60 vs. JCMAX (-2.98). VMCIX return over 5 years is better than : 98.98 vs. JCMAX (55.86).
| 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 | -5.894 | -2.410 | 245% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 182B | 3% |
| Annual Yield % from dividends | 0.23 | 1.46 | 15% |
| Returns for 1 year | -2.98 | 5.60 | -53% |
| Returns for 3 years | 8.84 | 16.78 | 53% |
| Returns for 5 years | 55.86 | 98.98 | 56% |
| Returns for 10 years | 29.23 | 107.86 | 27% |
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