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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$61.17
Change-$1.37 (-2.19%)
VolumeN/A
Net Assets5.25B
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
JMCEX vs VMCIX Comparison Chart
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JMCEX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. JMCEX (5.26B). 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 : 14.06 vs. JMCEX (5.91). VMCIX return over 5 years is better than : 48.48 vs. JMCEX (20.45).
| 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 | 1.024 | 2.479 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 185B | 3% |
| Annual Yield % from dividends | 0.17 | 1.50 | 11% |
| Returns for 1 year | 5.91 | 14.06 | 42% |
| Returns for 3 years | 13.48 | 19.70 | 68% |
| Returns for 5 years | 20.45 | 48.48 | 42% |
| Returns for 10 years | 33.00 | 114.31 | 29% |
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