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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$65.59
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets5.8B
Vanguard Mid Cap Index Investor
Price$79.76
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets198.55B
JCMAX vs VIMSX Comparison Chart in %
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JCMAX vs. VIMSX commentary
Nov 14, 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 StrongBuy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. JCMAX (5.8B). VIMSX pays higher dividends than JCMAX: VIMSX (1.38) vs JCMAX (0.22). JCMAX was incepted earlier than VIMSX: JCMAX (16 years) vs VIMSX (28 years). JCMAX (1.20) 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 : 5.67 vs. JCMAX (-2.47). VIMSX return over 5 years is better than : 52.23 vs. JCMAX (17.33).
| JCMAX | VIMSX | JCMAX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.20 | 0.17 | 706% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 5.910 | 10.764 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 199B | 3% |
| Annual Yield % from dividends | 0.22 | 1.38 | 16% |
| Returns for 1 year | -2.47 | 5.67 | -43% |
| Returns for 3 years | 26.97 | 37.82 | 71% |
| Returns for 5 years | 17.33 | 52.23 | 33% |
| Returns for 10 years | 52.60 | 148.83 | 35% |
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