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JPPEX vs VEXAX
JPPEX vs VEXAX Comparison
Open Charts JPPEX vs VEXAX
JPMorgan Mid Cap Equity R6
Price$67.69
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets5.72B
Vanguard Extended Market Index Admiral
Price$158.48
Change-$1.51 (-0.94%)
VolumeN/A
Net Assets81.53B
JPPEX vs VEXAX Comparison Chart in %
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JPPEX vs. VEXAX commentary
Sep 14, 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 VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 81.5B vs. JPPEX (5.72B). VEXAX pays higher dividends than JPPEX: VEXAX (1.07) vs JPPEX (0.62). JPPEX was incepted earlier than VEXAX: JPPEX (12 years) vs VEXAX (25 years). JPPEX (0.70) is less costly to investors than VEXAX (0.05). JPPEX is a more actively managed with annual turnover of: 38.00 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 : 20.33 vs. JPPEX (7.75). VEXAX return over 5 years is better than : 68.46 vs. JPPEX (36.82).
| JPPEX | VEXAX | JPPEX / VEXAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 6.431 | 10.159 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 81.5B | 7% |
| Annual Yield % from dividends | 0.62 | 1.07 | 58% |
| Returns for 1 year | 7.75 | 20.33 | 38% |
| Returns for 3 years | 30.27 | 48.75 | 62% |
| Returns for 5 years | 36.82 | 68.46 | 54% |
| Returns for 10 years | 55.92 | 149.53 | 37% |
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