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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$65.04
Change+$0.72 (+1.12%)
VolumeN/A
Net Assets5.46B
Vanguard Mid Cap Index Institutional
Price$75.96
Change+$0.95 (+1.27%)
VolumeN/A
Net Assets176.87B
JCMAX vs VMCIX Comparison Chart
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JCMAX vs. VMCIX commentary
Jan 31, 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: 177B vs. JCMAX (5.46B). 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 annual gain was more profitable for investors over the last year : 19.97 vs. JCMAX (15.16). VMCIX return over 5 years is better than : 55.95 vs. JCMAX (32.25).
| 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 | 5.022 | 3.878 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 177B | 3% |
| Annual Yield % from dividends | 0.28 | 1.50 | 19% |
| Returns for 1 year | 15.16 | 19.97 | 76% |
| Returns for 3 years | 16.28 | 17.55 | 93% |
| Returns for 5 years | 32.25 | 55.95 | 58% |
| Returns for 10 years | 49.91 | 128.79 | 39% |
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