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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$60.10
Change+$0.60 (+1.01%)
VolumeN/A
Net Assets5.14B
Vanguard Mid Cap Index InstitutionalPlus
Price$354.15
Change+$3.07 (+0.87%)
VolumeN/A
Net Assets175.12B
JCMAX vs VMCPX Comparison Chart
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JCMAX vs. VMCPX commentary
May 09, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. JCMAX (5.14B). VMCPX pays higher dividends than JCMAX: VMCPX (1.62) vs JCMAX (0.24). JCMAX was incepted earlier than VMCPX: JCMAX (16 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 (16.00). 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 : 7.11 vs. JCMAX (-0.40). VMCPX return over 5 years is better than : 71.84 vs. JCMAX (36.75).
| 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 | 16 years | 14 years | - |
| Gain YTD | -3.924 | -1.350 | 291% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 175B | 3% |
| Annual Yield % from dividends | 0.24 | 1.62 | 15% |
| Returns for 1 year | -0.40 | 7.11 | -6% |
| Returns for 3 years | 18.42 | 26.21 | 70% |
| Returns for 5 years | 36.75 | 71.84 | 51% |
| Returns for 10 years | 28.93 | 105.06 | 28% |
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