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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$61.37
Change-$0.81 (-1.30%)
VolumeN/A
Net Assets5.33B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
JCMAX vs VMCPX Comparison Chart
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JCMAX vs. VMCPX commentary
Jun 15, 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 Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. JCMAX (5.34B). VMCPX pays higher dividends than JCMAX: VMCPX (1.54) vs JCMAX (0.23). 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 : 11.60 vs. JCMAX (3.65). VMCPX return over 5 years is better than : 69.72 vs. JCMAX (33.96).
| 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 | -0.904 | 2.781 | -33% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 185B | 3% |
| Annual Yield % from dividends | 0.23 | 1.54 | 15% |
| Returns for 1 year | 3.65 | 11.60 | 31% |
| Returns for 3 years | 28.61 | 39.16 | 73% |
| Returns for 5 years | 33.96 | 69.72 | 49% |
| Returns for 10 years | 30.84 | 114.26 | 27% |
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