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JMCCX vs VMCIX
JMCCX vs VMCIX Comparison
Open Charts JMCCX vs VMCIX
JPMorgan Mid Cap Equity C
Price$56.24
Change-$1.29 (-2.24%)
VolumeN/A
Net Assets5.39B
Vanguard Mid Cap Index Institutional
Price$73.23
Change-$1.55 (-2.07%)
VolumeN/A
Net Assets175.12B
JMCCX vs VMCIX Comparison Chart
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JMCCX vs. VMCIX commentary
May 23, 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 Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. JMCCX (5.39B). VMCIX pays higher dividends than JMCCX: VMCIX (1.61) vs JMCCX (0.00). JMCCX was incepted earlier than VMCIX: JMCCX (16 years) vs VMCIX (27 years). JMCCX (1.72) is less costly to investors than VMCIX (0.04). JMCCX is a more actively managed with annual turnover of: 38.00 vs. VMCIX (16.00). JMCCX has a lower initial minimum investment than VMCIX: JMCCX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 10.20 vs. JMCCX (1.71). VMCIX return over 5 years is better than : 78.50 vs. JMCCX (35.94).
| JMCCX | VMCIX | JMCCX / VMCIX | |
| Total Expense Ratio | 1.59 | 0.04 | 3,975% |
| Annual Report Gross Expense Ratio | 1.72 | 0.04 | 4,300% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 0.436 | 3.624 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 175B | 3% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | 1.71 | 10.20 | 17% |
| Returns for 3 years | 22.61 | 32.51 | 70% |
| Returns for 5 years | 35.94 | 78.50 | 46% |
| Returns for 10 years | 23.20 | 112.96 | 21% |
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