Interact to see
Advertisement
Advertisement
JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$63.71
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets5.65B
Vanguard Mid Cap Index InstitutionalPlus
Price$380.85
Change-$0.66 (-0.17%)
VolumeN/A
Net Assets198.55B
JCMAX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCMAX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. JCMAX (5.65B). VMCPX pays higher dividends than JCMAX: VMCPX (1.51) vs JCMAX (0.22). JCMAX was incepted earlier than VMCPX: JCMAX (16 years) vs VMCPX (15 years). JCMAX (1.20) is less costly to investors than VMCPX (0.03). JCMAX is a more actively managed with annual turnover of: 61.00 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 : 3.13 vs. JCMAX (-4.23). VMCPX return over 5 years is better than : 46.16 vs. JCMAX (12.80).
| 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 | 15 years | - |
| Gain YTD | 2.874 | 7.233 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.65B | 199B | 3% |
| Annual Yield % from dividends | 0.22 | 1.51 | 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 | 134.21 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement