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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$61.89
Change-$0.26 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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JMCEX vs VMCIX Comparison Chart
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JMCEX vs. VMCIX commentary
Sep 21, 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 StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. JMCEX (4.71B). VMCIX pays higher dividends than JMCEX: VMCIX (1.50) vs JMCEX (0.17). JMCEX was incepted earlier than VMCIX: JMCEX (11 years) vs VMCIX (26 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 (25.16) and JMCEX (24.66) have marching annual gain over last year. VMCIX return over 5 years is better than : 56.92 vs. JMCEX (24.75).
| JMCEX | VMCIX | JMCEX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 11.233 | 12.579 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 172B | 3% |
| Annual Yield % from dividends | 0.17 | 1.50 | 11% |
| Returns for 1 year | 24.66 | 25.16 | 98% |
| Returns for 3 years | 2.40 | 9.84 | 24% |
| Returns for 5 years | 24.75 | 56.92 | 43% |
| Returns for 10 years | 40.93 | 128.67 | 32% |