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JPPEX vs VMCPX
JPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPX
JPMorgan Mid Cap Equity R6
Price$67.41
Change+$0.45 (+0.67%)
VolumeN/A
Net Assets5.91B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
JPPEX vs VMCPX Comparison Chart in %
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JPPEX vs. VMCPX commentary
Jul 28, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. JPPEX (5.91B). VMCPX pays higher dividends than JPPEX: VMCPX (1.54) vs JPPEX (0.64). JPPEX was incepted earlier than VMCPX: JPPEX (11 years) vs VMCPX (15 years). JPPEX (0.70) is less costly to investors than VMCPX (0.03). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (16.00). JPPEX has a lower initial minimum investment than VMCPX: JPPEX (15000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.91 vs. JPPEX (10.06). VMCPX return over 5 years is better than : 70.93 vs. JPPEX (38.05).
| JPPEX | VMCPX | JPPEX / VMCPX | |
| Total Expense Ratio | 0.60 | 0.03 | 2,000% |
| Annual Report Gross Expense Ratio | 0.70 | 0.03 | 2,333% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 5.991 | 9.831 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91B | 192B | 3% |
| Annual Yield % from dividends | 0.64 | 1.54 | 42% |
| Returns for 1 year | 10.06 | 17.91 | 56% |
| Returns for 3 years | 33.51 | 42.13 | 80% |
| Returns for 5 years | 38.05 | 70.93 | 54% |
| Returns for 10 years | 48.09 | 132.70 | 36% |
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