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JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$63.16
Change-$0.84 (-1.31%)
VolumeN/A
Net Assets5.4B
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
JPPEX vs VMCIX Comparison Chart
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JPPEX vs. VMCIX commentary
Jun 14, 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 JPPEX is a Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. JPPEX (5.4B). VMCIX pays higher dividends than JPPEX: VMCIX (1.53) vs JPPEX (0.66). JPPEX was incepted earlier than VMCIX: JPPEX (11 years) vs VMCIX (27 years). JPPEX (0.70) is less costly to investors than VMCIX (0.04). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VMCIX (16.00). VMCIX has a lower initial minimum investment than JPPEX: VMCIX (5000000) vs JPPEX (15000000). VMCIX annual gain was more profitable for investors over the last year : 12.91 vs. JPPEX (5.67). VMCIX return over 5 years is better than : 71.68 vs. JPPEX (39.32).
| JPPEX | VMCIX | JPPEX / VMCIX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 0.629 | 3.971 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 185B | 3% |
| Annual Yield % from dividends | 0.66 | 1.53 | 43% |
| Returns for 1 year | 5.67 | 12.91 | 44% |
| Returns for 3 years | 31.86 | 40.79 | 78% |
| Returns for 5 years | 39.32 | 71.68 | 55% |
| Returns for 10 years | 39.64 | 116.69 | 34% |
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