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JMCEX vs VIMSX
JMCEX vs VIMSX Comparison
Open Charts JMCEX vs VIMSX
JPMorgan Mid Cap Equity R2
Price$61.17
Change-$1.37 (-2.19%)
VolumeN/A
Net Assets5.25B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
JMCEX vs VIMSX Comparison Chart
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JMCEX vs. VIMSX commentary
Feb 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 JMCEX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. JMCEX (5.26B). VIMSX pays higher dividends than JMCEX: VIMSX (1.38) vs JMCEX (0.17). JMCEX was incepted earlier than VIMSX: JMCEX (11 years) vs VIMSX (27 years). JMCEX is a more actively managed with annual turnover of: 40.00 vs. VIMSX (13.00). 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 : 14.03 vs. JMCEX (5.91). VIMSX return over 5 years is better than : 48.34 vs. JMCEX (20.45).
| JMCEX | VIMSX | JMCEX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 1.024 | 2.456 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 185B | 3% |
| Annual Yield % from dividends | 0.17 | 1.38 | 12% |
| Returns for 1 year | 5.91 | 14.03 | 42% |
| Returns for 3 years | 13.48 | 19.64 | 69% |
| Returns for 5 years | 20.45 | 48.34 | 42% |
| Returns for 10 years | 33.00 | 114.05 | 29% |