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JMEEX vs VIMSX
JMEEX vs VIMSX Comparison
Open Charts JMEEX vs VIMSX
JPMorgan Mid Cap Equity R5
Price$62.67
Change-$0.06 (-0.10%)
VolumeN/A
Net Assets5.27B
Vanguard Mid Cap Index Investor
Price$72.98
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets175.12B
JMEEX vs VIMSX Comparison Chart
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JMEEX vs. VIMSX commentary
May 23, 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 Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. JMEEX (5.27B). VIMSX pays higher dividends than JMEEX: VIMSX (1.48) 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 (16.00). 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 : 8.19 vs. JMEEX (1.29). VIMSX return over 5 years is better than : 74.65 vs. JMEEX (41.03).
| 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 | -1.492 | 1.460 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 175B | 3% |
| Annual Yield % from dividends | 0.59 | 1.48 | 40% |
| Returns for 1 year | 1.29 | 8.19 | 16% |
| Returns for 3 years | 21.42 | 28.23 | 76% |
| Returns for 5 years | 41.03 | 74.65 | 55% |
| Returns for 10 years | 35.65 | 108.36 | 33% |
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