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JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$62.61
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets5.27B
Vanguard Mid Cap Index Institutional
Price$73.13
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets175.12B
JPPEX vs VMCIX Comparison Chart
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JPPEX vs. VMCIX commentary
May 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 Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. JPPEX (5.27B). VMCIX pays higher dividends than JPPEX: VMCIX (1.61) 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 (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 : 8.20 vs. JPPEX (1.40). VMCIX return over 5 years is better than : 74.80 vs. JPPEX (41.78).
| 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 | -1.447 | 1.477 | -98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 175B | 3% |
| Annual Yield % from dividends | 0.69 | 1.61 | 43% |
| Returns for 1 year | 1.40 | 8.20 | 17% |
| Returns for 3 years | 21.81 | 28.28 | 77% |
| Returns for 5 years | 41.78 | 74.80 | 56% |
| Returns for 10 years | 36.84 | 108.55 | 34% |
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