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JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$62.16
Change-$0.85 (-1.35%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$68.11
Change-$0.82 (-1.19%)
VolumeN/A
CapitalizationN/A
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JPPEX vs VMCIX Comparison Chart
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JPPEX vs. VMCIX commentary
Sep 08, 2024
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 JPPEX is a StrongSell and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. JPPEX (4.46B). VMCIX pays higher dividends than JPPEX: VMCIX (1.50) vs JPPEX (0.67). JPPEX was incepted earlier than VMCIX: JPPEX (10 years) vs VMCIX (26 years). JPPEX is a more actively managed with annual turnover of: 40.00 vs. VMCIX (13.00). VMCIX has a lower initial minimum investment than JPPEX: VMCIX (5000000) vs JPPEX (15000000). JPPEX annual gain was more profitable for investors over the last year : 17.37 vs. VMCIX (15.94). VMCIX return over 5 years is better than : 51.91 vs. JPPEX (25.90).
| JPPEX | VMCIX | JPPEX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 8.265 | 8.487 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 172B | 3% |
| Annual Yield % from dividends | 0.67 | 1.50 | 45% |
| Returns for 1 year | 17.37 | 15.94 | 109% |
| Returns for 3 years | -2.94 | 1.69 | -174% |
| Returns for 5 years | 25.90 | 51.91 | 50% |
| Returns for 10 years | 44.22 | 114.32 | 39% |
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