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JOPPX vs VMCPX
JOPPX vs VMCPX Comparison
Open Charts JOPPX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$354.15
Change+$3.07 (+0.87%)
VolumeN/A
Net Assets175.12B
JOPPX vs VMCPX Comparison Chart
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JOPPX vs. VMCPX commentary
May 09, 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 JOPPX is a Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. JOPPX (166M). VMCPX pays higher dividends than JOPPX: VMCPX (1.62) vs JOPPX (0.65). JOPPX was incepted earlier than VMCPX: JOPPX (31 years) vs VMCPX (14 years). JOPPX (0.90) is less costly to investors than VMCPX (0.03). JOPPX is a more actively managed with annual turnover of: 20.74 vs. VMCPX (16.00). JOPPX has a lower initial minimum investment than VMCPX: JOPPX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 6.37 vs. JOPPX (-6.66). VMCPX return over 5 years is better than : 70.90 vs. JOPPX (44.29).
| JOPPX | VMCPX | JOPPX / VMCPX | |
| Total Expense Ratio | 0.90 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 0.90 | 0.03 | 3,000% |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | -5.861 | -1.889 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 175B | 0% |
| Annual Yield % from dividends | 0.65 | 1.62 | 40% |
| Returns for 1 year | -6.66 | 6.37 | -105% |
| Returns for 3 years | 9.80 | 20.49 | 48% |
| Returns for 5 years | 44.29 | 70.90 | 62% |
| Returns for 10 years | 27.61 | 103.40 | 27% |
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