JPPEX
Price
$67.60
Change
+$0.62 (+0.93%)
Updated
Sep 4 closing price
Net Assets
5.73B
VEMPX
Price
$388.92
Change
+$2.07 (+0.54%)
Updated
Sep 5 closing price
Net Assets
81.53B
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JPPEX vs VEMPX

Header iconJPPEX vs VEMPX Comparison
Open Charts JPPEX vs VEMPXBanner chart's image
JPMorgan Mid Cap Equity R6
Price$67.60
Change+$0.62 (+0.93%)
VolumeN/A
Net Assets5.73B
Vanguard Extended Market Index InstlPlus
Price$388.92
Change+$2.07 (+0.54%)
VolumeN/A
Net Assets81.53B
JPPEX vs VEMPX Comparison Chart in %
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JPPEX vs. VEMPX commentary
Sep 08, 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 VEMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 81.5B vs. JPPEX (5.73B). VEMPX pays higher dividends than JPPEX: VEMPX (1.09) vs JPPEX (0.62). JPPEX was incepted earlier than VEMPX: JPPEX (11 years) vs VEMPX (15 years). JPPEX (0.70) is less costly to investors than VEMPX (0.04). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VEMPX (11.00). JPPEX has a lower initial minimum investment than VEMPX: JPPEX (15000000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 20.38 vs. JPPEX (7.97). VEMPX return over 5 years is better than : 62.63 vs. JPPEX (33.16).
JPPEXVEMPXJPPEX / VEMPX
Total Expense Ratio0.600.041,500%
Annual Report Gross Expense Ratio0.700.041,750%
Fund Existence11 years15 years-
Gain YTD6.2429.55065%
Front LoadN/AN/A-
Min. Initial Investment1500000010000000015%
Min. Initial Investment IRAN/AN/A-
Net Assets5.73B81.5B7%
Annual Yield % from dividends0.621.0957%
Returns for 1 year7.9720.3839%
Returns for 3 years33.1352.0064%
Returns for 5 years33.1662.6353%
Returns for 10 years55.47149.0637%
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