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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$67.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$373.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JCMAX vs VMCPX Comparison Chart
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JCMAX vs. VMCPX commentary
Nov 14, 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: 175B vs. JCMAX (5.14B). 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 (30.18) and JCMAX (29.61) have marching annual gain over last year. VMCPX return over 5 years is better than : 61.44 vs. JCMAX (40.29).
| 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 | 18.763 | 19.109 | 98% |
| Front Load | N/A | 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 | 0.28 | 1.51 | 19% |
| Returns for 1 year | 29.61 | 30.18 | 98% |
| Returns for 3 years | 1.56 | 7.46 | 21% |
| Returns for 5 years | 40.29 | 61.44 | 66% |
| Returns for 10 years | 49.88 | 133.08 | 37% |