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JPPEX vs VMCPX
JPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPX
JPMorgan Mid Cap Equity R6
Price$58.65
Change-$3.16 (-5.11%)
VolumeN/A
Net Assets5.2B
Vanguard Mid Cap Index InstitutionalPlus
Price$336.21
Change-$17.46 (-4.94%)
VolumeN/A
Net Assets181.84B
JPPEX vs VMCPX Comparison Chart
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JPPEX vs. VMCPX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. JPPEX (5.2B). VMCPX pays higher dividends than JPPEX: VMCPX (1.61) 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 (13.00). 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 : 6.65 vs. JPPEX (-1.00). VMCPX return over 5 years is better than : 113.27 vs. JPPEX (74.89).
| 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 | -2.814 | -0.622 | 452% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.2B | 182B | 3% |
| Annual Yield % from dividends | 0.69 | 1.61 | 43% |
| Returns for 1 year | -1.00 | 6.65 | -15% |
| Returns for 3 years | 6.78 | 9.79 | 69% |
| Returns for 5 years | 74.89 | 113.27 | 66% |
| Returns for 10 years | 37.23 | 106.31 | 35% |
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