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JMCEX vs VMCIX
JMCEX vs VMCIX Comparison
Open Charts JMCEX vs VMCIX
JPMorgan Mid Cap Equity R2
Price$63.92
Change+$0.75 (+1.19%)
VolumeN/A
Net Assets5.74B
Vanguard Mid Cap Index Institutional
Price$80.02
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
JMCEX vs VMCIX Comparison Chart in %
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JMCEX vs. VMCIX commentary
Sep 29, 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 Buy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. JMCEX (5.74B). VMCIX pays higher dividends than JMCEX: VMCIX (1.47) vs JMCEX (0.13). JMCEX was incepted earlier than VMCIX: JMCEX (12 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 : 11.61 vs. JMCEX (2.91). VMCIX return over 5 years is better than : 70.96 vs. JMCEX (31.12).
| 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 | 12 years | 27 years | - |
| Gain YTD | 5.566 | 10.886 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 199B | 3% |
| Annual Yield % from dividends | 0.13 | 1.47 | 9% |
| Returns for 1 year | 2.91 | 11.61 | 25% |
| Returns for 3 years | 40.42 | 55.86 | 72% |
| Returns for 5 years | 31.12 | 70.96 | 44% |
| Returns for 10 years | 53.24 | 161.14 | 33% |
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