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JPPEX vs VMCPX
JPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPX
JPMorgan Mid Cap Equity R6
Price$62.61
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets5.27B
Vanguard Mid Cap Index InstitutionalPlus
Price$360.66
Change-$0.52 (-0.14%)
VolumeN/A
Net Assets175.12B
JPPEX vs VMCPX Comparison Chart
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JPPEX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. JPPEX (5.27B). VMCPX pays higher dividends than JPPEX: VMCPX (1.62) vs JPPEX (0.69). JPPEX was incepted earlier than VMCPX: JPPEX (11 years) vs VMCPX (14 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 : 8.22 vs. JPPEX (1.40). VMCPX return over 5 years is better than : 74.80 vs. JPPEX (41.78).
| 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 | 14 years | - |
| Gain YTD | -1.447 | 1.488 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 175B | 3% |
| Annual Yield % from dividends | 0.69 | 1.62 | 42% |
| Returns for 1 year | 1.40 | 8.22 | 17% |
| Returns for 3 years | 21.81 | 28.29 | 77% |
| Returns for 5 years | 41.78 | 74.80 | 56% |
| Returns for 10 years | 36.84 | 108.60 | 34% |
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