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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$58.28
Change-$0.35 (-0.60%)
VolumeN/A
Net Assets5.06B
Vanguard Mid Cap Index InstitutionalPlus
Price$344.57
Change-$2.96 (-0.85%)
VolumeN/A
Net Assets181.84B
JCMAX vs VMCPX Comparison Chart
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JCMAX vs. VMCPX commentary
Mar 12, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. JCMAX (5.06B). VMCPX pays higher dividends than JCMAX: VMCPX (1.47) vs JCMAX (0.23). JCMAX was incepted earlier than VMCPX: JCMAX (15 years) vs VMCPX (14 years). JCMAX (1.20) is less costly to investors than VMCPX (0.03). JCMAX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (13.00). JCMAX has a lower initial minimum investment than VMCPX: JCMAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 5.60 vs. JCMAX (-2.98). VMCPX return over 5 years is better than : 98.99 vs. JCMAX (55.86).
| JCMAX | VMCPX | JCMAX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.20 | 0.03 | 4,000% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -5.894 | -2.409 | 245% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 182B | 3% |
| Annual Yield % from dividends | 0.23 | 1.47 | 15% |
| Returns for 1 year | -2.98 | 5.60 | -53% |
| Returns for 3 years | 8.84 | 16.79 | 53% |
| Returns for 5 years | 55.86 | 98.99 | 56% |
| Returns for 10 years | 29.23 | 107.88 | 27% |
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