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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$63.25
Change-$0.27 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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JCMAX vs VMCIX Comparison Chart
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JCMAX vs. VMCIX commentary
Sep 21, 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: 172B vs. JCMAX (4.71B). VMCIX pays higher dividends than JCMAX: VMCIX (1.50) vs JCMAX (0.28). JCMAX was incepted earlier than VMCIX: JCMAX (15 years) vs VMCIX (26 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 (25.16) and JCMAX (24.97) have marching annual gain over last year. VMCIX return over 5 years is better than : 56.92 vs. JCMAX (26.68).
| JCMAX | VMCIX | JCMAX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 11.434 | 12.579 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 172B | 3% |
| Annual Yield % from dividends | 0.28 | 1.50 | 19% |
| Returns for 1 year | 24.97 | 25.16 | 99% |
| Returns for 3 years | 3.20 | 9.84 | 33% |
| Returns for 5 years | 26.68 | 56.92 | 47% |
| Returns for 10 years | 45.11 | 128.67 | 35% |
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