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JMCCX vs VMCPX
JMCCX vs VMCPX Comparison
Open Charts JMCCX vs VMCPX
JPMorgan Mid Cap Equity C
Price$52.60
Change+$3.93 (+8.07%)
VolumeN/A
Net Assets4.56B
Vanguard Mid Cap Index InstitutionalPlus
Price$333.45
Change+$24.96 (+8.09%)
VolumeN/A
Net Assets175.23B
JMCCX vs VMCPX Comparison Chart
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JMCCX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. JMCCX (4.56B). VMCPX pays higher dividends than JMCCX: VMCPX (1.61) vs JMCCX (0.00). JMCCX was incepted earlier than VMCPX: JMCCX (15 years) vs VMCPX (14 years). JMCCX (1.72) is less costly to investors than VMCPX (0.03). JMCCX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (13.00). JMCCX has a lower initial minimum investment than VMCPX: JMCCX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : -7.34 vs. JMCCX (-14.45). VMCPX return over 5 years is better than : 59.16 vs. JMCCX (22.97).
| JMCCX | VMCPX | JMCCX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.72 | 0.03 | 5,733% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -15.031 | -13.317 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 175B | 3% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -14.45 | -7.34 | 197% |
| Returns for 3 years | -7.45 | -2.16 | 345% |
| Returns for 5 years | 22.97 | 59.16 | 39% |
| Returns for 10 years | 5.22 | 78.78 | 7% |