Ad is loading...
JMCCX vs VMCIX
JMCCX vs VMCIX Comparison
Open Charts JMCCX vs VMCIX
JPMorgan Mid Cap Equity C
Price$52.60
Change+$3.93 (+8.07%)
VolumeN/A
Net Assets4.56B
Vanguard Mid Cap Index Institutional
Price$67.61
Change+$5.06 (+8.09%)
VolumeN/A
Net Assets175.23B
JMCCX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMCCX vs. VMCIX commentary
Apr 11, 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 (4.56B). VMCIX pays higher dividends than JMCCX: VMCIX (1.60) vs JMCCX (0.00). JMCCX was incepted earlier than VMCIX: JMCCX (15 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 (13.00). 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 : -7.35 vs. JMCCX (-14.45). VMCIX return over 5 years is better than : 59.15 vs. JMCCX (22.97).
| 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 | 15 years | 27 years | - |
| Gain YTD | -15.031 | -13.323 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 175B | 3% |
| Annual Yield % from dividends | 0.00 | 1.60 | - |
| Returns for 1 year | -14.45 | -7.35 | 197% |
| Returns for 3 years | -7.45 | -2.16 | 345% |
| Returns for 5 years | 22.97 | 59.15 | 39% |
| Returns for 10 years | 5.22 | 78.73 | 7% |
View a ticker or compare two or three
VS
VS
Ad is loading...