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JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$58.65
Change-$3.16 (-5.11%)
VolumeN/A
Net Assets5.2B
Vanguard Mid Cap Index Institutional
Price$68.17
Change-$3.54 (-4.94%)
VolumeN/A
Net Assets181.84B
JPPEX vs VMCIX Comparison Chart
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JPPEX vs. VMCIX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. JPPEX (5.2B). VMCIX pays higher dividends than JPPEX: VMCIX (1.60) vs JPPEX (0.69). 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 (13.00). 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 : 6.65 vs. JPPEX (-1.00). VMCIX return over 5 years is better than : 113.27 vs. JPPEX (74.89).
| 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 | -2.814 | -0.630 | 447% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.2B | 182B | 3% |
| Annual Yield % from dividends | 0.69 | 1.60 | 43% |
| Returns for 1 year | -1.00 | 6.65 | -15% |
| Returns for 3 years | 6.78 | 9.78 | 69% |
| Returns for 5 years | 74.89 | 113.27 | 66% |
| Returns for 10 years | 37.23 | 106.23 | 35% |
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