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JPPEX vs VMCIX
JPPEX vs VMCIX Comparison
Open Charts JPPEX vs VMCIX
JPMorgan Mid Cap Equity R6
Price$66.52
Change+$0.43 (+0.65%)
VolumeN/A
Net Assets5.64B
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
JPPEX vs VMCIX Comparison Chart in %
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JPPEX vs. VMCIX commentary
Jul 07, 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 JPPEX is a StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. JPPEX (5.64B). VMCIX pays higher dividends than JPPEX: VMCIX (1.53) vs JPPEX (0.64). JPPEX was incepted earlier than VMCIX: JPPEX (11 years) vs VMCIX (27 years). JPPEX (0.70) is less costly to investors than VMCIX (0.04). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VMCIX (16.00). VMCIX has a lower initial minimum investment than JPPEX: VMCIX (5000000) vs JPPEX (15000000). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. JPPEX (10.30). VMCIX return over 5 years is better than : 73.80 vs. JPPEX (40.79).
| JPPEX | VMCIX | JPPEX / VMCIX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 4.591 | 7.629 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 185B | 3% |
| Annual Yield % from dividends | 0.64 | 1.53 | 42% |
| Returns for 1 year | 10.30 | 17.65 | 58% |
| Returns for 3 years | 34.99 | 43.12 | 81% |
| Returns for 5 years | 40.79 | 73.80 | 55% |
| Returns for 10 years | 46.41 | 127.60 | 36% |
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