Interact to see
Advertisement
Advertisement
JMCEX vs VMCPX
JMCEX vs VMCPX Comparison
Open Charts JMCEX vs VMCPX
JPMorgan Mid Cap Equity R2
Price$59.94
Change-$0.79 (-1.30%)
VolumeN/A
Net Assets5.33B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
JMCEX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMCEX vs. VMCPX commentary
Jun 16, 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. JMCEX (5.34B). VMCPX pays higher dividends than JMCEX: VMCPX (1.54) vs JMCEX (0.14). JMCEX was incepted earlier than VMCPX: JMCEX (11 years) vs VMCPX (15 years). JMCEX (1.61) is less costly to investors than VMCPX (0.03). JMCEX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (16.00). JMCEX has a lower initial minimum investment than VMCPX: JMCEX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.60 vs. JMCEX (3.29). VMCPX return over 5 years is better than : 69.72 vs. JMCEX (31.91).
| JMCEX | VMCPX | JMCEX / VMCPX | |
| Total Expense Ratio | 1.35 | 0.03 | 4,500% |
| Annual Report Gross Expense Ratio | 1.61 | 0.03 | 5,367% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -1.007 | 2.781 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 185B | 3% |
| Annual Yield % from dividends | 0.14 | 1.54 | 9% |
| Returns for 1 year | 3.29 | 11.60 | 28% |
| Returns for 3 years | 27.62 | 39.16 | 71% |
| Returns for 5 years | 31.91 | 69.72 | 46% |
| Returns for 10 years | 26.96 | 114.26 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement