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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$53.90
Change-$1.74 (-3.13%)
VolumeN/A
Net Assets4.93B
Vanguard Mid Cap Index Institutional
Price$65.54
Change-$2.07 (-3.06%)
VolumeN/A
Net Assets175.23B
JMCEX vs VMCIX Comparison Chart
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JMCEX vs. VMCIX commentary
Apr 11, 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. JMCEX (4.93B). VMCIX pays higher dividends than JMCEX: VMCIX (1.60) vs JMCEX (0.14). JMCEX was incepted earlier than VMCIX: JMCEX (11 years) vs VMCIX (27 years). JMCEX (1.61) is less costly to investors than VMCIX (0.04). JMCEX is a more actively managed with annual turnover of: 38.00 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 : -7.35 vs. JMCEX (-14.04). VMCIX return over 5 years is better than : 59.15 vs. JMCEX (25.85).
| JMCEX | VMCIX | JMCEX / VMCIX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 1.61 | 0.04 | 4,025% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -14.979 | -13.323 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 175B | 3% |
| Annual Yield % from dividends | 0.14 | 1.60 | 9% |
| Returns for 1 year | -14.04 | -7.35 | 191% |
| Returns for 3 years | -6.54 | -2.16 | 302% |
| Returns for 5 years | 25.85 | 59.15 | 44% |
| Returns for 10 years | 10.11 | 78.73 | 13% |
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