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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$60.42
Change-$2.06 (-3.30%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$72.33
Change-$2.50 (-3.34%)
VolumeN/A
CapitalizationN/A
JMCEX vs VMCIX Comparison Chart
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JMCEX vs. VMCIX commentary
Dec 19, 2024
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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. JMCEX (5.35B). VMCIX pays higher dividends than JMCEX: VMCIX (1.50) vs JMCEX (0.17). JMCEX was incepted earlier than VMCIX: JMCEX (11 years) vs VMCIX (27 years). JMCEX is a more actively managed with annual turnover of: 40.00 vs. VMCIX (13.00). JMCEX has a lower initial minimum investment than VMCIX: JMCEX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 18.84 vs. JMCEX (13.48). VMCIX return over 5 years is better than : 55.78 vs. JMCEX (28.38).
| JMCEX | VMCIX | JMCEX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 12.293 | 17.828 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 190B | 3% |
| Annual Yield % from dividends | 0.17 | 1.50 | 11% |
| Returns for 1 year | 13.48 | 18.84 | 72% |
| Returns for 3 years | 9.38 | 11.37 | 82% |
| Returns for 5 years | 28.38 | 55.78 | 51% |
| Returns for 10 years | 41.14 | 125.56 | 33% |
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