Ad is loading...
JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$62.55
Change-$0.58 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$72.95
Change-$0.66 (-0.90%)
VolumeN/A
CapitalizationN/A
JCMAX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JCMAX vs. VMCIX commentary
Dec 28, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. JCMAX (5.31B). 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 : 14.37 vs. JCMAX (10.94). VMCIX return over 5 years is better than : 51.39 vs. JCMAX (28.06).
| 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 | 11.487 | 14.932 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 190B | 3% |
| Annual Yield % from dividends | 0.28 | 1.50 | 19% |
| Returns for 1 year | 10.94 | 14.37 | 76% |
| Returns for 3 years | 5.60 | 5.48 | 102% |
| Returns for 5 years | 28.06 | 51.39 | 55% |
| Returns for 10 years | 43.08 | 118.40 | 36% |
View a ticker or compare two or three
VS
VS
Ad is loading...