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JCMAX vs VSEMX
JCMAX vs VSEMX Comparison
Open Charts JCMAX vs VSEMX
JPMorgan Mid Cap Equity A
Price$61.37
Change-$0.81 (-1.30%)
VolumeN/A
Net Assets5.33B
Vanguard Extended Market Index Instl Sel
Price$225.99
Change-$3.91 (-1.70%)
VolumeN/A
Net Assets107.69B
JCMAX vs VSEMX Comparison Chart
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JCMAX vs. VSEMX 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. JCMAX (5.34B). VSEMX pays higher dividends than JCMAX: VSEMX (1.24) vs JCMAX (0.23). 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 : 10.38 vs. JCMAX (3.65). VSEMX return over 5 years is better than : 63.97 vs. JCMAX (33.96).
| 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 | -0.904 | -2.325 | 39% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 108B | 5% |
| Annual Yield % from dividends | 0.23 | 1.24 | 18% |
| Returns for 1 year | 3.65 | 10.38 | 35% |
| Returns for 3 years | 28.61 | 43.02 | 67% |
| Returns for 5 years | 33.96 | 63.97 | 53% |
| Returns for 10 years | 30.84 | N/A | - |
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