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JCMAX vs VSEMX
JCMAX vs VSEMX Comparison
Open Charts JCMAX vs VSEMX
JPMorgan Mid Cap Equity A
Price$67.92
Change+$0.96 (+1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$243.84
Change+$4.08 (+1.70%)
VolumeN/A
CapitalizationN/A
JCMAX vs VSEMX Comparison Chart
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JCMAX vs. VSEMX 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. JCMAX (5.22B). VSEMX pays higher dividends than JCMAX: VSEMX (1.23) vs JCMAX (0.28). JCMAX was incepted earlier than VSEMX: JCMAX (15 years) vs VSEMX (8 years). JCMAX is a more actively managed with annual turnover of: 40.00 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 : 35.36 vs. JCMAX (28.09). VSEMX return over 5 years is better than : 64.11 vs. JCMAX (39.70).
| JCMAX | VSEMX | JCMAX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 17.970 | 19.924 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.22B | 107B | 5% |
| Annual Yield % from dividends | 0.28 | 1.23 | 23% |
| Returns for 1 year | 28.09 | 35.36 | 79% |
| Returns for 3 years | 2.34 | 2.18 | 108% |
| Returns for 5 years | 39.70 | 64.11 | 62% |
| Returns for 10 years | 47.27 | N/A | - |
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