Interact to see
Advertisement
Advertisement
JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$64.39
Change-$0.30 (-0.46%)
VolumeN/A
Net Assets5.7B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
JCMAX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCMAX vs. VMCPX commentary
Aug 19, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. JCMAX (5.7B). VMCPX pays higher dividends than JCMAX: VMCPX (1.51) vs JCMAX (0.22). JCMAX was incepted earlier than VMCPX: JCMAX (16 years) vs VMCPX (15 years). JCMAX (1.20) is less costly to investors than VMCPX (0.03). JCMAX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (16.00). JCMAX has a lower initial minimum investment than VMCPX: JCMAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. JCMAX (6.02). VMCPX return over 5 years is better than : 62.30 vs. JCMAX (26.85).
| JCMAX | VMCPX | JCMAX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.20 | 0.03 | 4,000% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 3.972 | 8.316 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 197B | 3% |
| Annual Yield % from dividends | 0.22 | 1.51 | 15% |
| Returns for 1 year | 6.02 | 14.33 | 42% |
| Returns for 3 years | 17.72 | 26.46 | 67% |
| Returns for 5 years | 26.85 | 62.30 | 43% |
| Returns for 10 years | 36.56 | 125.31 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MXPBX | 12.80 | 0.07 | +0.55% |
| Empower International Index Instl | |||
| IAXSX | 9.82 | -0.01 | -0.10% |
| VY® T. Rowe Price Divers Mid Cap Gr S | |||
| JRAAX | 94.99 | -0.25 | -0.26% |
| Janus Henderson Research A | |||
| JSMTX | 18.18 | -0.09 | -0.49% |
| Jackson Square SMID-Cap Growth Instl | |||
| LSVAX | 19.47 | -0.16 | -0.82% |
| Loomis Sayles Small Cap Value Admin | |||