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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$62.71
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets5.81B
Vanguard Mid Cap Index Investor
Price$80.41
Change+$0.23 (+0.29%)
VolumeN/A
Net Assets199.59B
JCMAX vs VIMSX Comparison Chart in %
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JCMAX vs. VIMSX commentary
Dec 27, 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 JCMAX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. JCMAX (5.81B). VIMSX pays higher dividends than JCMAX: VIMSX (1.37) vs JCMAX (0.21). JCMAX was incepted earlier than VIMSX: JCMAX (16 years) vs VIMSX (28 years). JCMAX (1.22) is less costly to investors than VIMSX (0.17). JCMAX is a more actively managed with annual turnover of: 61.00 vs. VIMSX (16.00). JCMAX has a lower initial minimum investment than VIMSX: JCMAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 9.54 vs. JCMAX (-0.52). VIMSX return over 5 years is better than : 43.50 vs. JCMAX (16.02).
| JCMAX | VIMSX | JCMAX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 1.259 | 11.667 | 11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 200B | 3% |
| Annual Yield % from dividends | 0.21 | 1.37 | 16% |
| Returns for 1 year | -0.52 | 9.54 | -5% |
| Returns for 3 years | 28.39 | 45.18 | 63% |
| Returns for 5 years | 16.02 | 43.50 | 37% |
| Returns for 10 years | 49.66 | 147.72 | 34% |
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