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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$63.10
Change+$0.40 (+0.64%)
VolumeN/A
Net Assets5.64B
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
JMCEX vs VMCIX Comparison Chart in %
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JMCEX vs. VMCIX commentary
Jul 06, 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 JMCEX is a StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. JMCEX (5.64B). VMCIX pays higher dividends than JMCEX: VMCIX (1.53) vs JMCEX (0.13). JMCEX was incepted earlier than VMCIX: JMCEX (11 years) vs VMCIX (27 years). JMCEX (1.61) is less costly to investors than VMCIX (0.04). JMCEX is a more actively managed with annual turnover of: 38.00 vs. VMCIX (16.00). JMCEX has a lower initial minimum investment than VMCIX: JMCEX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. JMCEX (9.27). VMCIX return over 5 years is better than : 73.80 vs. JMCEX (35.10).
| JMCEX | VMCIX | JMCEX / VMCIX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 1.61 | 0.04 | 4,025% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 4.211 | 7.629 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 185B | 3% |
| Annual Yield % from dividends | 0.13 | 1.53 | 9% |
| Returns for 1 year | 9.27 | 17.65 | 53% |
| Returns for 3 years | 32.41 | 43.12 | 75% |
| Returns for 5 years | 35.10 | 73.80 | 48% |
| Returns for 10 years | 34.79 | 127.60 | 27% |
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