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JPPEX vs VMCPX
JPPEX vs VMCPX Comparison
Open Charts JPPEX vs VMCPX
JPMorgan Mid Cap Equity R6
Price$66.52
Change+$0.43 (+0.65%)
VolumeN/A
Net Assets5.64B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
JPPEX vs VMCPX Comparison Chart in %
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JPPEX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. JPPEX (5.64B). 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 : 17.65 vs. JPPEX (10.30). VMCPX return over 5 years is better than : 73.80 vs. JPPEX (40.79).
| 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 | 4.591 | 7.631 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 185B | 3% |
| Annual Yield % from dividends | 0.64 | 1.54 | 42% |
| Returns for 1 year | 10.30 | 17.65 | 58% |
| Returns for 3 years | 34.99 | 43.14 | 81% |
| Returns for 5 years | 40.79 | 73.80 | 55% |
| Returns for 10 years | 46.41 | 127.62 | 36% |
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