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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$63.71
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets5.65B
Vanguard Mid Cap Index Institutional
Price$77.22
Change-$0.14 (-0.18%)
VolumeN/A
Net Assets198.55B
JCMAX vs VMCIX Comparison Chart in %
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JCMAX vs. VMCIX commentary
Nov 20, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. JCMAX (5.65B). VMCIX pays higher dividends than JCMAX: VMCIX (1.50) vs JCMAX (0.22). JCMAX was incepted earlier than VMCIX: JCMAX (16 years) vs VMCIX (28 years). JCMAX (1.20) is less costly to investors than VMCIX (0.04). JCMAX is a more actively managed with annual turnover of: 61.00 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 : 3.13 vs. JCMAX (-4.23). VMCIX return over 5 years is better than : 46.16 vs. JCMAX (12.80).
| 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 | 28 years | - |
| Gain YTD | 2.874 | 7.231 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.65B | 199B | 3% |
| Annual Yield % from dividends | 0.22 | 1.50 | 14% |
| Returns for 1 year | -4.23 | 3.13 | -135% |
| Returns for 3 years | 24.56 | 35.56 | 69% |
| Returns for 5 years | 12.80 | 46.16 | 28% |
| Returns for 10 years | 43.62 | 134.18 | 33% |
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