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JCMAX vs VSEMX
JCMAX vs VSEMX Comparison
Open Charts JCMAX vs VSEMX
JPMorgan Mid Cap Equity A
Price$62.55
Change-$0.58 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$234.14
Change-$3.19 (-1.34%)
VolumeN/A
CapitalizationN/A
JCMAX vs VSEMX Comparison Chart
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JCMAX vs. VSEMX commentary
Dec 28, 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 StrongBuy and VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 120B vs. JCMAX (5.31B). 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 : 15.77 vs. JCMAX (10.94). VSEMX return over 5 years is better than : 54.71 vs. JCMAX (28.06).
| 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 | 11.487 | 17.204 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 120B | 4% |
| Annual Yield % from dividends | 0.28 | 1.23 | 23% |
| Returns for 1 year | 10.94 | 15.77 | 69% |
| Returns for 3 years | 5.60 | 5.76 | 97% |
| Returns for 5 years | 28.06 | 54.71 | 51% |
| Returns for 10 years | 43.08 | N/A | - |
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