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JCMAX vs VMCIX
JCMAX vs VMCIX Comparison
Open Charts JCMAX vs VMCIX
JPMorgan Mid Cap Equity A
Price$63.49
Change-$2.02 (-3.08%)
VolumeN/A
Net Assets5.98B
Vanguard Mid Cap Index Institutional
Price$81.20
Change+$1.04 (+1.30%)
VolumeN/A
Net Assets198.74B
JCMAX vs VMCIX Comparison Chart in %
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JCMAX vs. VMCIX commentary
Feb 05, 2026
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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. JCMAX (5.98B). VMCIX pays higher dividends than JCMAX: VMCIX (1.49) vs JCMAX (0.28). JCMAX was incepted earlier than VMCIX: JCMAX (16 years) vs VMCIX (28 years). JCMAX (1.22) 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 : 8.25 vs. JCMAX (-0.64). VMCIX return over 5 years is better than : 38.88 vs. JCMAX (12.87).
| JCMAX | VMCIX | JCMAX / VMCIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 2.785 | 2.293 | 121% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.98B | 199B | 3% |
| Annual Yield % from dividends | 0.28 | 1.49 | 19% |
| Returns for 1 year | -0.64 | 8.25 | -8% |
| Returns for 3 years | 20.05 | 34.06 | 59% |
| Returns for 5 years | 12.87 | 38.88 | 33% |
| Returns for 10 years | 73.10 | 180.65 | 40% |
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