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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$62.62
Change+$0.20 (+0.32%)
VolumeN/A
Net Assets5.41B
Vanguard Mid Cap Index Institutional
Price$74.90
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
JMCEX vs VMCIX Comparison Chart
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JMCEX vs. VMCIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 177B vs. JMCEX (5.41B). 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 : 20.83 vs. JMCEX (14.49). VMCIX return over 5 years is better than : 50.73 vs. JMCEX (24.43).
| 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 | 3.419 | 3.725 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 177B | 3% |
| Annual Yield % from dividends | 0.17 | 1.50 | 11% |
| Returns for 1 year | 14.49 | 20.83 | 70% |
| Returns for 3 years | 10.96 | 15.31 | 72% |
| Returns for 5 years | 24.43 | 50.73 | 48% |
| Returns for 10 years | 44.65 | 130.46 | 34% |
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