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JPPEX vs VMCPX
JPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPX
JPMorgan Mid Cap Equity R6
Price$65.79
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets5.43B
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
JPPEX vs VMCPX Comparison Chart
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JPPEX vs. VMCPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. JPPEX (5.43B). 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 : 20.83 vs. JPPEX (15.60). VMCPX return over 5 years is better than : 50.74 vs. JPPEX (29.70).
| 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 | 3.443 | 3.732 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.43B | 177B | 3% |
| Annual Yield % from dividends | 0.67 | 1.51 | 44% |
| Returns for 1 year | 15.60 | 20.83 | 75% |
| Returns for 3 years | 13.12 | 15.31 | 86% |
| Returns for 5 years | 29.70 | 50.74 | 59% |
| Returns for 10 years | 56.99 | 130.53 | 44% |
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