Ad is loading...
JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$60.10
Change+$0.60 (+1.01%)
VolumeN/A
Net Assets5.14B
Vanguard Mid Cap Index Institutional
Price$71.81
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
JCMAX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JCMAX vs. VMCIX commentary
May 09, 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: 175B vs. JCMAX (5.14B). VMCIX pays higher dividends than JCMAX: VMCIX (1.61) vs JCMAX (0.24). 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 : 7.11 vs. JCMAX (-0.40). VMCIX return over 5 years is better than : 71.84 vs. JCMAX (36.75).
| 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 | -3.924 | -1.350 | 291% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 175B | 3% |
| Annual Yield % from dividends | 0.24 | 1.61 | 15% |
| Returns for 1 year | -0.40 | 7.11 | -6% |
| Returns for 3 years | 18.42 | 26.22 | 70% |
| Returns for 5 years | 36.75 | 71.84 | 51% |
| Returns for 10 years | 28.93 | 105.02 | 28% |
View a ticker or compare two or three
VS
VS
Ad is loading...