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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$64.61
Change+$0.41 (+0.64%)
VolumeN/A
Net Assets5.64B
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
JCMAX vs VMCIX Comparison Chart in %
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JCMAX vs. VMCIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. JCMAX (5.64B). VMCIX pays higher dividends than JCMAX: VMCIX (1.53) 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 : 17.65 vs. JCMAX (9.64). VMCIX return over 5 years is better than : 73.80 vs. JCMAX (37.16).
| 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 | 4.327 | 7.629 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 185B | 3% |
| Annual Yield % from dividends | 0.22 | 1.53 | 15% |
| Returns for 1 year | 9.64 | 17.65 | 55% |
| Returns for 3 years | 33.43 | 43.12 | 78% |
| Returns for 5 years | 37.16 | 73.80 | 50% |
| Returns for 10 years | 38.91 | 127.60 | 30% |
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