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JPPEX vs VMCPX
JPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPX
JPMorgan Mid Cap Equity R6
Price$63.16
Change-$0.84 (-1.31%)
VolumeN/A
Net Assets5.4B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
JPPEX vs VMCPX Comparison Chart
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JPPEX vs. VMCPX commentary
Jun 14, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. JPPEX (5.4B). VMCPX pays higher dividends than JPPEX: VMCPX (1.54) vs JPPEX (0.66). JPPEX was incepted earlier than VMCPX: JPPEX (11 years) vs VMCPX (15 years). JPPEX (0.70) is less costly to investors than VMCPX (0.03). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (16.00). JPPEX has a lower initial minimum investment than VMCPX: JPPEX (15000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 12.91 vs. JPPEX (5.67). VMCPX return over 5 years is better than : 71.70 vs. JPPEX (39.32).
| JPPEX | VMCPX | JPPEX / VMCPX | |
| Total Expense Ratio | 0.60 | 0.03 | 2,000% |
| Annual Report Gross Expense Ratio | 0.70 | 0.03 | 2,333% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 0.629 | 3.981 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 185B | 3% |
| Annual Yield % from dividends | 0.66 | 1.54 | 43% |
| Returns for 1 year | 5.67 | 12.91 | 44% |
| Returns for 3 years | 31.86 | 40.78 | 78% |
| Returns for 5 years | 39.32 | 71.70 | 55% |
| Returns for 10 years | 39.64 | 116.76 | 34% |
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