JPPEX
Price
$59.99
Change
+$1.15 (+1.95%)
Updated
Apr 24 closing price
Net Assets
4.94B
VMCPX
Price
$342.79
Change
+$6.29 (+1.87%)
Updated
Apr 24 closing price
Net Assets
175.23B
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JPPEX vs VMCPX

Header iconJPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPXBanner chart's image
JPMorgan Mid Cap Equity R6
Price$59.99
Change+$1.15 (+1.95%)
VolumeN/A
Net Assets4.94B
Vanguard Mid Cap Index InstitutionalPlus
Price$342.79
Change+$6.29 (+1.87%)
VolumeN/A
Net Assets175.23B
JPPEX vs VMCPX Comparison Chart
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JPPEX vs. VMCPX commentary
Apr 26, 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.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. JPPEX (4.94B). 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 : 4.36 vs. JPPEX (-2.77). VMCPX return over 5 years is better than : 73.08 vs. JPPEX (41.70).
JPPEXVMCPXJPPEX / VMCPX
Total Expense Ratio0.600.032,000%
Annual Report Gross Expense Ratio0.700.032,333%
Fund Existence11 years14 years-
Gain YTD-7.484-5.447137%
Front LoadN/AN/A-
Min. Initial Investment1500000010000000015%
Min. Initial Investment IRAN/AN/A-
Net Assets4.94B175B3%
Annual Yield % from dividends0.691.6143%
Returns for 1 year-2.774.36-63%
Returns for 3 years5.5710.2454%
Returns for 5 years41.7073.0857%
Returns for 10 years30.4996.3732%
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