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JMEEX vs VIMSX
JMEEX vs VIMSX Comparison
Open Charts JMEEX vs VIMSX
JPMorgan Mid Cap Equity R5
Price$55.16
Change-$0.36 (-0.65%)
VolumeN/A
Net Assets4.67B
Vanguard Mid Cap Index Investor
Price$63.50
Change-$0.45 (-0.70%)
VolumeN/A
Net Assets175.23B
JMEEX vs VIMSX Comparison Chart
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JMEEX vs. VIMSX commentary
Apr 08, 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 JMEEX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. JMEEX (4.67B). VIMSX pays higher dividends than JMEEX: VIMSX (1.46) vs JMEEX (0.59). JMEEX was incepted earlier than VIMSX: JMEEX (11 years) vs VIMSX (27 years). JMEEX (0.80) is less costly to investors than VIMSX (0.17). JMEEX is a more actively managed with annual turnover of: 38.00 vs. VIMSX (13.00). JMEEX has a lower initial minimum investment than VIMSX: JMEEX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : -3.72 vs. JMEEX (-10.07). VIMSX return over 5 years is better than : 90.41 vs. JMEEX (56.11).
| JMEEX | VIMSX | JMEEX / VIMSX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.80 | 0.17 | 471% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -12.814 | -11.215 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 175B | 3% |
| Annual Yield % from dividends | 0.59 | 1.46 | 40% |
| Returns for 1 year | -10.07 | -3.72 | 271% |
| Returns for 3 years | -3.24 | -0.58 | 556% |
| Returns for 5 years | 56.11 | 90.41 | 62% |
| Returns for 10 years | 22.55 | 84.81 | 27% |
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