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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$67.92
Change+$0.96 (+1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$376.65
Change+$4.91 (+1.32%)
VolumeN/A
CapitalizationN/A
JCMAX vs VMCPX Comparison Chart
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JCMAX vs. VMCPX commentary
Nov 22, 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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. JCMAX (5.22B). 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 (28.76) and JCMAX (28.09) have marching annual gain over last year. VMCPX return over 5 years is better than : 60.99 vs. JCMAX (39.70).
| 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 | 17.970 | 18.697 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.22B | 175B | 3% |
| Annual Yield % from dividends | 0.28 | 1.51 | 19% |
| Returns for 1 year | 28.09 | 28.76 | 98% |
| Returns for 3 years | 2.34 | 7.98 | 29% |
| Returns for 5 years | 39.70 | 60.99 | 65% |
| Returns for 10 years | 47.27 | 128.80 | 37% |
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