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JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$64.31
Change-$1.45 (-2.20%)
VolumeN/A
Net Assets5.25B
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
JPPEX vs VMCIX Comparison Chart
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JPPEX vs. VMCIX commentary
Feb 23, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. JPPEX (5.26B). 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). VMCIX annual gain was more profitable for investors over the last year : 14.06 vs. JPPEX (6.92). VMCIX return over 5 years is better than : 48.48 vs. JPPEX (25.53).
| 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 | 1.116 | 2.479 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 185B | 3% |
| Annual Yield % from dividends | 0.67 | 1.50 | 45% |
| Returns for 1 year | 6.92 | 14.06 | 49% |
| Returns for 3 years | 15.69 | 19.70 | 80% |
| Returns for 5 years | 25.53 | 48.48 | 53% |
| Returns for 10 years | 44.33 | 114.31 | 39% |
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