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JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$65.93
Change-$0.41 (-0.62%)
VolumeN/A
Net Assets5.78B
Vanguard Mid Cap Index Institutional
Price$77.22
Change-$0.50 (-0.64%)
VolumeN/A
Net Assets192.45B
JPPEX vs VMCIX Comparison Chart in %
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JPPEX vs. VMCIX commentary
Jul 15, 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: 192B vs. JPPEX (5.78B). VMCIX pays higher dividends than JPPEX: VMCIX (1.53) vs JPPEX (0.64). 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 : 14.64 vs. JPPEX (7.48). VMCIX return over 5 years is better than : 71.31 vs. JPPEX (39.05).
| 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 | 3.664 | 7.006 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 192B | 3% |
| Annual Yield % from dividends | 0.64 | 1.53 | 42% |
| Returns for 1 year | 7.48 | 14.64 | 51% |
| Returns for 3 years | 34.63 | 42.95 | 81% |
| Returns for 5 years | 39.05 | 71.31 | 55% |
| Returns for 10 years | 42.60 | 122.45 | 35% |
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