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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$65.04
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets5.71B
Vanguard Mid Cap Index Institutional
Price$79.14
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
JCMAX vs VMCIX Comparison Chart in %
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JCMAX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 201B vs. JCMAX (5.71B). VMCIX pays higher dividends than JCMAX: VMCIX (1.49) vs JCMAX (0.21). JCMAX was incepted earlier than VMCIX: JCMAX (16 years) vs VMCIX (27 years). JCMAX (1.20) is less costly to investors than VMCIX (0.04). JCMAX is a more actively managed with annual turnover of: 61.00 vs. VMCIX (16.00). JCMAX has a lower initial minimum investment than VMCIX: JCMAX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 7.58 vs. JCMAX (-0.01). VMCIX return over 5 years is better than : 57.31 vs. JCMAX (21.96).
| JCMAX | VMCIX | JCMAX / VMCIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.20 | 0.04 | 3,000% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 5.022 | 9.699 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.71B | 201B | 3% |
| Annual Yield % from dividends | 0.21 | 1.49 | 14% |
| Returns for 1 year | -0.01 | 7.58 | -0% |
| Returns for 3 years | 35.62 | 49.70 | 72% |
| Returns for 5 years | 21.96 | 57.31 | 38% |
| Returns for 10 years | 47.41 | 140.93 | 34% |
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