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JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$68.17
Change-$0.51 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$74.52
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
JPPEX vs VMCIX Comparison Chart
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JPPEX vs. VMCIX commentary
Nov 18, 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 StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. JPPEX (5.06B). VMCIX pays higher dividends than JPPEX: VMCIX (1.50) vs JPPEX (0.67). JPPEX was incepted earlier than VMCIX: JPPEX (11 years) vs VMCIX (27 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 (28.31) and VMCIX (28.30) have marching annual gain over last year. VMCIX return over 5 years is better than : 59.03 vs. JPPEX (41.30).
| JPPEX | VMCIX | JPPEX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 17.131 | 17.340 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 175B | 3% |
| Annual Yield % from dividends | 0.67 | 1.50 | 45% |
| Returns for 1 year | 28.31 | 28.30 | 100% |
| Returns for 3 years | 0.55 | 5.05 | 11% |
| Returns for 5 years | 41.30 | 59.03 | 70% |
| Returns for 10 years | 54.12 | 128.04 | 42% |
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