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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$62.71
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets5.81B
Vanguard Mid Cap Index InstitutionalPlus
Price$397.33
Change+$1.16 (+0.29%)
VolumeN/A
Net Assets199.59B
JCMAX vs VMCPX Comparison Chart in %
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JCMAX vs. VMCPX commentary
Dec 26, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 200B vs. JCMAX (5.81B). VMCPX pays higher dividends than JCMAX: VMCPX (1.50) vs JCMAX (0.21). JCMAX was incepted earlier than VMCPX: JCMAX (16 years) vs VMCPX (15 years). JCMAX (1.22) is less costly to investors than VMCPX (0.03). JCMAX is a more actively managed with annual turnover of: 61.00 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 : 9.55 vs. JCMAX (-0.52). VMCPX return over 5 years is better than : 43.61 vs. JCMAX (16.02).
| JCMAX | VMCPX | JCMAX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 1.259 | 11.679 | 11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 200B | 3% |
| Annual Yield % from dividends | 0.21 | 1.50 | 14% |
| Returns for 1 year | -0.52 | 9.55 | -5% |
| Returns for 3 years | 28.39 | 45.26 | 63% |
| Returns for 5 years | 16.02 | 43.61 | 37% |
| Returns for 10 years | 49.66 | 148.12 | 34% |
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