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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$58.71
Change+$0.58 (+1.00%)
VolumeN/A
Net Assets5.14B
Vanguard Mid Cap Index Institutional
Price$71.81
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
JMCEX vs VMCIX Comparison Chart
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JMCEX vs. VMCIX commentary
May 09, 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 (5.14B). VMCIX pays higher dividends than JMCEX: VMCIX (1.61) 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 (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 : 7.11 vs. JMCEX (-0.73). VMCIX return over 5 years is better than : 71.84 vs. JMCEX (34.69).
| 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 | -3.997 | -1.350 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 175B | 3% |
| Annual Yield % from dividends | 0.14 | 1.61 | 9% |
| Returns for 1 year | -0.73 | 7.11 | -10% |
| Returns for 3 years | 17.53 | 26.22 | 67% |
| Returns for 5 years | 34.69 | 71.84 | 48% |
| Returns for 10 years | 25.10 | 105.02 | 24% |
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