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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$62.55
Change-$0.58 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$359.79
Change-$3.25 (-0.90%)
VolumeN/A
CapitalizationN/A
JCMAX vs VMCPX Comparison Chart
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JCMAX vs. VMCPX commentary
Dec 28, 2024
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: 190B vs. JCMAX (5.31B). VMCPX pays higher dividends than JCMAX: VMCPX (1.51) vs JCMAX (0.28). JCMAX was incepted earlier than VMCPX: JCMAX (15 years) vs VMCPX (14 years). JCMAX is a more actively managed with annual turnover of: 40.00 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 : 14.37 vs. JCMAX (10.94). VMCPX return over 5 years is better than : 51.39 vs. JCMAX (28.06).
| JCMAX | VMCPX | JCMAX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 11.487 | 14.946 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 190B | 3% |
| Annual Yield % from dividends | 0.28 | 1.51 | 19% |
| Returns for 1 year | 10.94 | 14.37 | 76% |
| Returns for 3 years | 5.60 | 5.50 | 102% |
| Returns for 5 years | 28.06 | 51.39 | 55% |
| Returns for 10 years | 43.08 | 118.47 | 36% |