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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$64.02
Change+$0.25 (+0.39%)
VolumeN/A
Net Assets5.67B
Vanguard Mid Cap Index Institutional
Price$79.44
Change+$0.31 (+0.39%)
VolumeN/A
Net Assets196.76B
JMCEX vs VMCIX Comparison Chart in %
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JMCEX vs. VMCIX commentary
Aug 28, 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 StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. JMCEX (5.67B). VMCIX pays higher dividends than JMCEX: VMCIX (1.50) vs JMCEX (0.13). 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 (16.00). 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 : 13.09 vs. JMCEX (4.81). VMCIX return over 5 years is better than : 61.97 vs. JMCEX (24.71).
| 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 | 5.318 | 9.652 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 197B | 3% |
| Annual Yield % from dividends | 0.13 | 1.50 | 9% |
| Returns for 1 year | 4.81 | 13.09 | 37% |
| Returns for 3 years | 25.37 | 35.66 | 71% |
| Returns for 5 years | 24.71 | 61.97 | 40% |
| Returns for 10 years | 41.93 | 139.72 | 30% |
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