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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$64.75
Change-$0.48 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$74.52
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
JMCEX vs VMCIX Comparison Chart
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JMCEX vs. VMCIX commentary
Nov 18, 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: 175B vs. JMCEX (5.06B). 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 (28.30) and JMCEX (27.37) have marching annual gain over last year. VMCIX return over 5 years is better than : 59.03 vs. JMCEX (35.80).
| 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 | 16.373 | 17.340 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 175B | 3% |
| Annual Yield % from dividends | 0.17 | 1.50 | 11% |
| Returns for 1 year | 27.37 | 28.30 | 97% |
| Returns for 3 years | -1.49 | 5.05 | -29% |
| Returns for 5 years | 35.80 | 59.03 | 61% |
| Returns for 10 years | 42.23 | 128.04 | 33% |
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