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JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$63.79
Change-$2.17 (-3.29%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$72.33
Change-$2.50 (-3.34%)
VolumeN/A
CapitalizationN/A
JPPEX vs VMCIX Comparison Chart
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JPPEX vs. VMCIX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. JPPEX (5.35B). 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 : 18.84 vs. JPPEX (14.58). VMCIX return over 5 years is better than : 55.78 vs. JPPEX (33.81).
| 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 | 13.333 | 17.828 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 190B | 3% |
| Annual Yield % from dividends | 0.67 | 1.50 | 45% |
| Returns for 1 year | 14.58 | 18.84 | 77% |
| Returns for 3 years | 11.51 | 11.37 | 101% |
| Returns for 5 years | 33.81 | 55.78 | 61% |
| Returns for 10 years | 53.22 | 125.56 | 42% |