Ad is loading...
JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$59.99
Change+$1.15 (+1.95%)
VolumeN/A
Net Assets4.94B
Vanguard Mid Cap Index Institutional
Price$69.51
Change+$1.28 (+1.88%)
VolumeN/A
Net Assets175.23B
JPPEX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPPEX vs. VMCIX commentary
Apr 26, 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 (4.94B). 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 : 4.35 vs. JPPEX (-2.77). VMCIX return over 5 years is better than : 73.08 vs. JPPEX (41.70).
| 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 | -7.484 | -5.452 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 175B | 3% |
| Annual Yield % from dividends | 0.69 | 1.60 | 43% |
| Returns for 1 year | -2.77 | 4.35 | -64% |
| Returns for 3 years | 5.57 | 10.23 | 54% |
| Returns for 5 years | 41.70 | 73.08 | 57% |
| Returns for 10 years | 30.49 | 96.33 | 32% |