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JMEEX vs VMCPX
JMEEX vs VMCPX Comparison
Open Charts JMEEX vs VMCPX
JPMorgan Mid Cap Equity R5
Price$66.37
Change-$0.31 (-0.46%)
VolumeN/A
Net Assets5.73B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
JMEEX vs VMCPX Comparison Chart in %
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JMEEX vs. VMCPX commentary
Aug 16, 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 StrongBuy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. JMEEX (5.73B). VMCPX pays higher dividends than JMEEX: VMCPX (1.51) vs JMEEX (0.54). JMEEX was incepted earlier than VMCPX: JMEEX (11 years) vs VMCPX (15 years). JMEEX (0.80) is less costly to investors than VMCPX (0.03). JMEEX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (16.00). JMEEX has a lower initial minimum investment than VMCPX: JMEEX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.61 vs. JMEEX (7.04). VMCPX return over 5 years is better than : 62.69 vs. JMEEX (30.13).
| JMEEX | VMCPX | JMEEX / VMCPX | |
| Total Expense Ratio | 0.70 | 0.03 | 2,333% |
| Annual Report Gross Expense Ratio | 0.80 | 0.03 | 2,667% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 4.711 | 8.580 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 197B | 3% |
| Annual Yield % from dividends | 0.54 | 1.51 | 36% |
| Returns for 1 year | 7.04 | 14.61 | 48% |
| Returns for 3 years | 19.28 | 26.77 | 72% |
| Returns for 5 years | 30.13 | 62.69 | 48% |
| Returns for 10 years | 43.32 | 125.85 | 34% |
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