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JCMAX vs VIMSX
JCMAX vs VIMSX Comparison
Open Charts JCMAX vs VIMSX
JPMorgan Mid Cap Equity A
Price$65.04
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets5.71B
Vanguard Mid Cap Index Investor
Price$78.99
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
JCMAX vs VIMSX Comparison Chart in %
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JCMAX vs. VIMSX commentary
Oct 18, 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: 201B vs. JCMAX (5.71B). VIMSX pays higher dividends than JCMAX: VIMSX (1.36) vs JCMAX (0.21). JCMAX was incepted earlier than VIMSX: JCMAX (16 years) vs VIMSX (27 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 : 7.57 vs. JCMAX (-0.01). VIMSX return over 5 years is better than : 57.21 vs. JCMAX (21.96).
| 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 | 27 years | - |
| Gain YTD | 5.022 | 9.695 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.71B | 201B | 3% |
| Annual Yield % from dividends | 0.21 | 1.36 | 16% |
| Returns for 1 year | -0.01 | 7.57 | -0% |
| Returns for 3 years | 35.62 | 49.65 | 72% |
| Returns for 5 years | 21.96 | 57.21 | 38% |
| Returns for 10 years | 47.41 | 140.60 | 34% |
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