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JPPEX vs VEXAX
JPPEX vs VEXAX Comparison
Open Charts JPPEX vs VEXAX
JPMorgan Mid Cap Equity R6
Price$67.11
Change+$0.12 (+0.18%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Admiral
Price$142.26
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JPPEX vs VEXAX Comparison Chart
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JPPEX vs. VEXAX commentary
Oct 18, 2024
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 VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 107B vs. JPPEX (4.91B). VEXAX pays higher dividends than JPPEX: VEXAX (1.20) vs JPPEX (0.67). JPPEX was incepted earlier than VEXAX: JPPEX (11 years) vs VEXAX (24 years). JPPEX is a more actively managed with annual turnover of: 40.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than JPPEX: VEXAX (3000) vs JPPEX (15000000). VEXAX annual gain was more profitable for investors over the last year : 31.27 vs. JPPEX (27.69). VEXAX return over 5 years is better than : 63.39 vs. JPPEX (45.64).
| JPPEX | VEXAX | JPPEX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 15.103 | 14.347 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 107B | 5% |
| Annual Yield % from dividends | 0.67 | 1.20 | 56% |
| Returns for 1 year | 27.69 | 31.27 | 89% |
| Returns for 3 years | 3.68 | -0.37 | -1,007% |
| Returns for 5 years | 45.64 | 63.39 | 72% |
| Returns for 10 years | 65.02 | 143.53 | 45% |
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