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JCMAX vs VSEMX
JCMAX vs VSEMX Comparison
Open Charts JCMAX vs VSEMX
JPMorgan Mid Cap Equity A
Price$65.04
Change+$0.72 (+1.12%)
VolumeN/A
Net Assets5.46B
Vanguard Extended Market Index Instl Sel
Price$244.74
Change+$2.68 (+1.11%)
VolumeN/A
Net Assets111.13B
JCMAX vs VSEMX Comparison Chart
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JCMAX vs. VSEMX 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 111B vs. JCMAX (5.46B). VSEMX pays higher dividends than JCMAX: VSEMX (1.23) vs JCMAX (0.28). JCMAX was incepted earlier than VSEMX: JCMAX (15 years) vs VSEMX (9 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 : 24.13 vs. JCMAX (15.16). VSEMX return over 5 years is better than : 60.97 vs. JCMAX (32.25).
| JCMAX | VSEMX | JCMAX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 5.022 | 4.530 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 111B | 5% |
| Annual Yield % from dividends | 0.28 | 1.23 | 23% |
| Returns for 1 year | 15.16 | 24.13 | 63% |
| Returns for 3 years | 16.28 | 21.72 | 75% |
| Returns for 5 years | 32.25 | 60.97 | 53% |
| Returns for 10 years | 49.91 | N/A | - |
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