Interact to see
Advertisement
Advertisement
JMCEX vs VMCPX
JMCEX vs VMCPX Comparison
Open Charts JMCEX vs VMCPX
JPMorgan Mid Cap Equity R2
Price$62.62
Change-$0.45 (-0.71%)
VolumeN/A
Net Assets5.79B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.99
Change-$2.28 (-0.59%)
VolumeN/A
Net Assets192.45B
JMCEX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMCEX vs. VMCPX commentary
Aug 06, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. JMCEX (5.79B). VMCPX pays higher dividends than JMCEX: VMCPX (1.51) vs JMCEX (0.13). JMCEX was incepted earlier than VMCPX: JMCEX (11 years) vs VMCPX (15 years). JMCEX (1.61) is less costly to investors than VMCPX (0.03). JMCEX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (16.00). JMCEX has a lower initial minimum investment than VMCPX: JMCEX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 20.52 vs. JMCEX (11.29). VMCPX return over 5 years is better than : 63.52 vs. JMCEX (26.63).
| JMCEX | VMCPX | JMCEX / VMCPX | |
| Total Expense Ratio | 1.35 | 0.03 | 4,500% |
| Annual Report Gross Expense Ratio | 1.61 | 0.03 | 5,367% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 4.162 | 8.538 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 192B | 3% |
| Annual Yield % from dividends | 0.13 | 1.51 | 9% |
| Returns for 1 year | 11.29 | 20.52 | 55% |
| Returns for 3 years | 22.32 | 32.51 | 69% |
| Returns for 5 years | 26.63 | 63.52 | 42% |
| Returns for 10 years | 34.55 | 129.60 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ICSCX | 28.04 | N/A | N/A |
| William Blair Small Cap Value I | |||
| SEFCX | 13.54 | N/A | N/A |
| SEI International Equity Y (SIT) | |||
| HLIDX | 14.63 | N/A | N/A |
| Harding Loevner Intl Dev Mkts Eq Inst | |||
| VLACX | 117.74 | N/A | N/A |
| Vanguard Large Cap Index Investor | |||
| IYSAX | 16.86 | -0.02 | -0.12% |
| Macquarie Smid Cap Core Fund Class A | |||