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JMCCX vs VIMSX
JMCCX vs VIMSX Comparison
Open Charts JMCCX vs VIMSX
JPMorgan Mid Cap Equity C
Price$60.46
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets5.73B
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
JMCCX vs VIMSX Comparison Chart in %
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JMCCX vs. VIMSX commentary
Sep 08, 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 JMCCX is a StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. JMCCX (5.73B). VIMSX pays higher dividends than JMCCX: VIMSX (1.35) vs JMCCX (0.00). JMCCX was incepted earlier than VIMSX: JMCCX (16 years) vs VIMSX (27 years). JMCCX (1.72) is less costly to investors than VIMSX (0.17). JMCCX is a more actively managed with annual turnover of: 38.00 vs. VIMSX (16.00). JMCCX has a lower initial minimum investment than VIMSX: JMCCX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 15.02 vs. JMCCX (6.44). VIMSX return over 5 years is better than : 64.92 vs. JMCCX (24.84).
| JMCCX | VIMSX | JMCCX / VIMSX | |
| Total Expense Ratio | 1.59 | 0.17 | 935% |
| Annual Report Gross Expense Ratio | 1.72 | 0.17 | 1,012% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 5.552 | 9.679 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 199B | 3% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 6.44 | 15.02 | 43% |
| Returns for 3 years | 29.33 | 41.01 | 72% |
| Returns for 5 years | 24.84 | 64.92 | 38% |
| Returns for 10 years | 36.76 | 140.93 | 26% |
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