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JPPEX vs VMCPX
JPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPX
JPMorgan Mid Cap Equity R6
Price$66.33
Change-$0.30 (-0.45%)
VolumeN/A
Net Assets5.7B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
JPPEX vs VMCPX Comparison Chart in %
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JPPEX vs. VMCPX commentary
Aug 17, 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 StrongBuy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. JPPEX (5.7B). VMCPX pays higher dividends than JPPEX: VMCPX (1.51) vs JPPEX (0.63). 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 : 14.33 vs. JPPEX (6.67). VMCPX return over 5 years is better than : 62.30 vs. JPPEX (30.21).
| 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 | 4.292 | 8.316 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 197B | 3% |
| Annual Yield % from dividends | 0.63 | 1.51 | 42% |
| Returns for 1 year | 6.67 | 14.33 | 47% |
| Returns for 3 years | 19.09 | 26.46 | 72% |
| Returns for 5 years | 30.21 | 62.30 | 49% |
| Returns for 10 years | 43.91 | 125.31 | 35% |
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