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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$65.04
Change+$0.72 (+1.12%)
VolumeN/A
Net Assets5.46B
Vanguard Mid Cap Index InstitutionalPlus
Price$374.61
Change+$4.66 (+1.26%)
VolumeN/A
Net Assets176.87B
JCMAX vs VMCPX Comparison Chart
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JCMAX vs. VMCPX commentary
Jan 31, 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: 177B vs. JCMAX (5.46B). 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 : 19.98 vs. JCMAX (15.16). VMCPX return over 5 years is better than : 55.98 vs. JCMAX (32.25).
| 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 | 5.022 | 3.886 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 177B | 3% |
| Annual Yield % from dividends | 0.28 | 1.51 | 19% |
| Returns for 1 year | 15.16 | 19.98 | 76% |
| Returns for 3 years | 16.28 | 17.56 | 93% |
| Returns for 5 years | 32.25 | 55.98 | 58% |
| Returns for 10 years | 49.91 | 128.87 | 39% |
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