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JCMAX vs VSEMX
JCMAX vs VSEMX Comparison
Open Charts JCMAX vs VSEMX
JPMorgan Mid Cap Equity A
Price$59.85
Change-$0.25 (-0.42%)
VolumeN/A
Net Assets5.18B
Vanguard Extended Market Index Instl Sel
Price$216.13
Change-$0.15 (-0.07%)
VolumeN/A
Net Assets100.64B
JCMAX vs VSEMX Comparison Chart
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JCMAX vs. VSEMX commentary
May 11, 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. JCMAX (5.18B). VSEMX pays higher dividends than JCMAX: VSEMX (1.33) vs JCMAX (0.24). JCMAX was incepted earlier than VSEMX: JCMAX (16 years) vs VSEMX (9 years). JCMAX (1.20) is less costly to investors than VSEMX (0.02). JCMAX is a more actively managed with annual turnover of: 38.00 vs. VSEMX (11.00). JCMAX has a lower initial minimum investment than VSEMX: JCMAX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 3.82 vs. JCMAX (-0.64). VSEMX return over 5 years is better than : 66.94 vs. JCMAX (37.56).
| JCMAX | VSEMX | JCMAX / VSEMX | |
| Total Expense Ratio | 1.09 | 0.02 | 5,450% |
| Annual Report Gross Expense Ratio | 1.20 | 0.02 | 6,000% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -3.359 | -6.587 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 101B | 5% |
| Annual Yield % from dividends | 0.24 | 1.33 | 18% |
| Returns for 1 year | -0.64 | 3.82 | -17% |
| Returns for 3 years | 19.45 | 30.70 | 63% |
| Returns for 5 years | 37.56 | 66.94 | 56% |
| Returns for 10 years | 29.72 | N/A | - |
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