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JCMAX vs VSEMX
JCMAX vs VSEMX Comparison
Open Charts JCMAX vs VSEMX
JPMorgan Mid Cap Equity A
Price$64.61
Change+$0.41 (+0.64%)
VolumeN/A
Net Assets5.64B
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$2.23 (+0.93%)
VolumeN/A
Net Assets107.69B
JCMAX vs VSEMX Comparison Chart in %
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JCMAX vs. VSEMX commentary
Jul 07, 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: 108B vs. JCMAX (5.64B). VSEMX pays higher dividends than JCMAX: VSEMX (1.17) vs JCMAX (0.22). 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 : 17.51 vs. JCMAX (9.64). VSEMX return over 5 years is better than : 68.58 vs. JCMAX (37.16).
| 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 | 4.327 | 4.149 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 108B | 5% |
| Annual Yield % from dividends | 0.22 | 1.17 | 19% |
| Returns for 1 year | 9.64 | 17.51 | 55% |
| Returns for 3 years | 33.43 | 49.81 | 67% |
| Returns for 5 years | 37.16 | 68.58 | 54% |
| Returns for 10 years | 38.91 | N/A | - |
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