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JMCEX vs VIMSX
JMCEX vs VIMSX Comparison
Open Charts JMCEX vs VIMSX
JPMorgan Mid Cap Equity R2
Price$60.30
Change-$0.13 (-0.22%)
VolumeN/A
Net Assets5.36B
Vanguard Mid Cap Index Investor
Price$74.82
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets185.28B
JMCEX vs VIMSX Comparison Chart
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JMCEX vs. VIMSX commentary
Jun 07, 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 JMCEX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. JMCEX (5.36B). VIMSX pays higher dividends than JMCEX: VIMSX (1.40) vs JMCEX (0.14). JMCEX was incepted earlier than VIMSX: JMCEX (11 years) vs VIMSX (27 years). JMCEX (1.61) is less costly to investors than VIMSX (0.17). JMCEX is a more actively managed with annual turnover of: 38.00 vs. VIMSX (16.00). JMCEX has a lower initial minimum investment than VIMSX: JMCEX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.82 vs. JMCEX (3.89). VIMSX return over 5 years is better than : 59.71 vs. JMCEX (24.11).
| JMCEX | VIMSX | JMCEX / VIMSX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.61 | 0.17 | 947% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -0.198 | 3.251 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 185B | 3% |
| Annual Yield % from dividends | 0.14 | 1.40 | 10% |
| Returns for 1 year | 3.89 | 11.82 | 33% |
| Returns for 3 years | 16.41 | 25.42 | 65% |
| Returns for 5 years | 24.11 | 59.71 | 40% |
| Returns for 10 years | 29.66 | 116.64 | 25% |
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