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JPPEX vs VMCPX
JPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPX
JPMorgan Mid Cap Equity R6
Price$63.79
Change-$2.17 (-3.29%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$356.74
Change-$12.31 (-3.34%)
VolumeN/A
CapitalizationN/A
JPPEX vs VMCPX Comparison Chart
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JPPEX vs. VMCPX commentary
Dec 19, 2024
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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. JPPEX (5.35B). VMCPX pays higher dividends than JPPEX: VMCPX (1.51) vs JPPEX (0.67). JPPEX was incepted earlier than VMCPX: JPPEX (11 years) vs VMCPX (14 years). JPPEX is a more actively managed with annual turnover of: 40.00 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 : 18.84 vs. JPPEX (14.58). VMCPX return over 5 years is better than : 55.78 vs. JPPEX (33.81).
| JPPEX | VMCPX | JPPEX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 13.333 | 17.838 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 190B | 3% |
| Annual Yield % from dividends | 0.67 | 1.51 | 44% |
| Returns for 1 year | 14.58 | 18.84 | 77% |
| Returns for 3 years | 11.51 | 11.38 | 101% |
| Returns for 5 years | 33.81 | 55.78 | 61% |
| Returns for 10 years | 53.22 | 125.64 | 42% |