Interact to see
Advertisement
Advertisement
JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$63.49
Change-$2.02 (-3.08%)
VolumeN/A
Net Assets5.98B
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
JCMAX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCMAX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. JCMAX (5.98B). VMCPX pays higher dividends than JCMAX: VMCPX (1.50) vs JCMAX (0.28). 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 : 8.25 vs. JCMAX (-0.64). VMCPX return over 5 years is better than : 38.89 vs. JCMAX (12.87).
| 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 | 2.785 | 2.283 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.98B | 199B | 3% |
| Annual Yield % from dividends | 0.28 | 1.50 | 19% |
| Returns for 1 year | -0.64 | 8.25 | -8% |
| Returns for 3 years | 20.05 | 34.05 | 59% |
| Returns for 5 years | 12.87 | 38.89 | 33% |
| Returns for 10 years | 73.10 | 180.63 | 40% |
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 % |
| GSITX | 65.15 | 0.48 | +0.74% |
| Goldman Sachs Small Cp Val Insghts Instl | |||
| SPVYX | 24.64 | 0.07 | +0.28% |
| SEI Small Cap Value Y (SIMT) | |||
| FHLKX | 11.31 | N/A | N/A |
| Fidelity Health Savings K | |||
| CVSCX | 16.09 | -0.01 | -0.06% |
| Calamos Market Neutral Income C | |||
| ATGRX | 14.26 | -0.13 | -0.90% |
| American Century International Gr R | |||