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JCMAX vs VMCPX
JCMAX vs VMCPX Comparison
Open Charts JCMAX vs VMCPX
JPMorgan Mid Cap Equity A
Price$65.04
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets5.71B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
JCMAX vs VMCPX Comparison Chart in %
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JCMAX vs. VMCPX commentary
Oct 18, 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 StrongBuy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. JCMAX (5.71B). 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 (1.20) 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 : 7.59 vs. JCMAX (-0.01). VMCPX return over 5 years is better than : 57.33 vs. JCMAX (21.96).
| 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 | 5.022 | 9.709 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.71B | 201B | 3% |
| Annual Yield % from dividends | 0.21 | 1.50 | 14% |
| Returns for 1 year | -0.01 | 7.59 | -0% |
| Returns for 3 years | 35.62 | 49.71 | 72% |
| Returns for 5 years | 21.96 | 57.33 | 38% |
| Returns for 10 years | 47.41 | 141.02 | 34% |
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