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JMGZX vs VMGIX
JMGZX vs VMGIX Comparison
Open Charts JMGZX vs VMGIX
JPMorgan Mid Cap Growth R2
Price$35.24
Change-$0.64 (-1.78%)
VolumeN/A
Net Assets9.63B
Vanguard Mid-Cap Growth Index Investor
Price$85.08
Change-$1.61 (-1.86%)
VolumeN/A
Net Assets27.18B
JMGZX vs VMGIX Comparison Chart
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JMGZX vs. VMGIX commentary
Apr 10, 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 JMGZX is a Hold and VMGIX is a Hold.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 27.2B vs. JMGZX (9.63B). VMGIX pays higher dividends than JMGZX: VMGIX (0.59) vs JMGZX (0.00). JMGZX was incepted earlier than VMGIX: JMGZX (16 years) vs VMGIX (19 years). JMGZX (1.50) is less costly to investors than VMGIX (0.19). JMGZX is a more actively managed with annual turnover of: 55.00 vs. VMGIX (14.00). JMGZX has a lower initial minimum investment than VMGIX: JMGZX (0) vs VMGIX (3000). VMGIX annual gain was more profitable for investors over the last year : -5.32 vs. JMGZX (-20.67). VMGIX return over 5 years is better than : 60.06 vs. JMGZX (9.86).
| JMGZX | VMGIX | JMGZX / VMGIX | |
| Total Expense Ratio | 1.40 | 0.19 | 737% |
| Annual Report Gross Expense Ratio | 1.50 | 0.19 | 789% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | -18.007 | -13.142 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 27.2B | 35% |
| Annual Yield % from dividends | 0.00 | 0.59 | - |
| Returns for 1 year | -20.67 | -5.32 | 388% |
| Returns for 3 years | -11.82 | 1.44 | -823% |
| Returns for 5 years | 9.86 | 60.06 | 16% |
| Returns for 10 years | 22.08 | 104.22 | 21% |
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