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JPPEX vs VMCPX
JPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPX
JPMorgan Mid Cap Equity R6
Price$64.31
Change-$1.45 (-2.20%)
VolumeN/A
Net Assets5.25B
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
JPPEX vs VMCPX Comparison Chart
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JPPEX vs. VMCPX commentary
Feb 23, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. JPPEX (5.26B). 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 : 14.06 vs. JPPEX (6.92). VMCPX return over 5 years is better than : 48.48 vs. JPPEX (25.53).
| 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 | 1.116 | 2.485 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 185B | 3% |
| Annual Yield % from dividends | 0.67 | 1.51 | 44% |
| Returns for 1 year | 6.92 | 14.06 | 49% |
| Returns for 3 years | 15.69 | 19.70 | 80% |
| Returns for 5 years | 25.53 | 48.48 | 53% |
| Returns for 10 years | 44.33 | 114.38 | 39% |