Interact to see
Advertisement
Advertisement
JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$65.81
Change+$0.39 (+0.60%)
VolumeN/A
Net Assets5.76B
Vanguard Mid Cap Index Institutional
Price$79.94
Change+$0.62 (+0.78%)
VolumeN/A
Net Assets198.55B
JCMAX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCMAX vs. VMCIX commentary
Dec 04, 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 Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. JCMAX (5.76B). VMCIX pays higher dividends than JCMAX: VMCIX (1.49) vs JCMAX (0.21). JCMAX was incepted earlier than VMCIX: JCMAX (16 years) vs VMCIX (28 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 : 2.45 vs. JCMAX (-4.48). VMCIX return over 5 years is better than : 44.96 vs. JCMAX (12.78).
| 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 | 28 years | - |
| Gain YTD | 5.894 | 9.976 | 59% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 199B | 3% |
| Annual Yield % from dividends | 0.21 | 1.49 | 14% |
| Returns for 1 year | -4.48 | 2.45 | -183% |
| Returns for 3 years | 23.74 | 34.60 | 69% |
| Returns for 5 years | 12.78 | 44.96 | 28% |
| Returns for 10 years | 46.70 | 139.18 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement