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JCMAX vs VSEMX
JCMAX vs VSEMX Comparison
Open Charts JCMAX vs VSEMX
JPMorgan Mid Cap Equity A
Price$58.28
Change-$0.35 (-0.60%)
VolumeN/A
Net Assets5.06B
Vanguard Extended Market Index Instl Sel
Price$210.87
Change+$0.50 (+0.24%)
VolumeN/A
Net Assets110.09B
JCMAX vs VSEMX Comparison Chart
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JCMAX vs. VSEMX commentary
Mar 12, 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 Hold and VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 110B vs. JCMAX (5.06B). VSEMX pays higher dividends than JCMAX: VSEMX (1.13) vs JCMAX (0.23). JCMAX was incepted earlier than VSEMX: JCMAX (15 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 : 1.36 vs. JCMAX (-2.98). VSEMX return over 5 years is better than : 96.18 vs. JCMAX (55.86).
| 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 | 15 years | 9 years | - |
| Gain YTD | -5.894 | -9.155 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 110B | 5% |
| Annual Yield % from dividends | 0.23 | 1.13 | 20% |
| Returns for 1 year | -2.98 | 1.36 | -218% |
| Returns for 3 years | 8.84 | 12.59 | 70% |
| Returns for 5 years | 55.86 | 96.18 | 58% |
| Returns for 10 years | 29.23 | N/A | - |
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