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JMCEX vs VIMSX
JMCEX vs VIMSX Comparison
Open Charts JMCEX vs VIMSX
JPMorgan Mid Cap Equity R2
Price$64.02
Change+$0.25 (+0.39%)
VolumeN/A
Net Assets5.67B
Vanguard Mid Cap Index Investor
Price$79.27
Change+$0.30 (+0.38%)
VolumeN/A
Net Assets196.76B
JMCEX vs VIMSX Comparison Chart in %
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JMCEX vs. VIMSX commentary
Aug 28, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. JMCEX (5.67B). VIMSX pays higher dividends than JMCEX: VIMSX (1.37) vs JMCEX (0.13). 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 : 13.08 vs. JMCEX (4.81). VIMSX return over 5 years is better than : 61.85 vs. JMCEX (24.71).
| 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 | 5.318 | 9.638 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 197B | 3% |
| Annual Yield % from dividends | 0.13 | 1.37 | 9% |
| Returns for 1 year | 4.81 | 13.08 | 37% |
| Returns for 3 years | 25.37 | 35.61 | 71% |
| Returns for 5 years | 24.71 | 61.85 | 40% |
| Returns for 10 years | 41.93 | 139.55 | 30% |
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