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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$65.58
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets5.73B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
JCMAX vs VMCPX Comparison Chart in %
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JCMAX vs. VMCPX commentary
Sep 07, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. JCMAX (5.73B). VMCPX pays higher dividends than JCMAX: VMCPX (1.48) 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: 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 : 15.20 vs. JCMAX (7.37). VMCPX return over 5 years is better than : 65.28 vs. JCMAX (29.79).
| 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 | 5.942 | 9.867 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 199B | 3% |
| Annual Yield % from dividends | 0.22 | 1.48 | 15% |
| Returns for 1 year | 7.37 | 15.20 | 49% |
| Returns for 3 years | 31.65 | 41.28 | 77% |
| Returns for 5 years | 29.79 | 65.28 | 46% |
| Returns for 10 years | 47.58 | 141.51 | 34% |
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