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JPPEX vs VEXAX
JPPEX vs VEXAX Comparison
Open Charts JPPEX vs VEXAX
JPMorgan Mid Cap Equity R6
Price$66.34
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets5.63B
Vanguard Extended Market Index Admiral
Price$150.26
Change+$0.33 (+0.22%)
VolumeN/A
Net Assets112.9B
JPPEX vs VEXAX Comparison Chart in %
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JPPEX vs. VEXAX commentary
Jul 12, 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 Buy and VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 113B vs. JPPEX (5.63B). VEXAX pays higher dividends than JPPEX: VEXAX (1.15) vs JPPEX (0.64). JPPEX was incepted earlier than VEXAX: JPPEX (11 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 : 17.20 vs. JPPEX (9.30). VEXAX return over 5 years is better than : 66.04 vs. JPPEX (39.67).
| 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 | 11 years | 25 years | - |
| Gain YTD | 4.120 | 4.215 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 113B | 5% |
| Annual Yield % from dividends | 0.64 | 1.15 | 56% |
| Returns for 1 year | 9.30 | 17.20 | 54% |
| Returns for 3 years | 34.52 | 48.93 | 71% |
| Returns for 5 years | 39.67 | 66.04 | 60% |
| Returns for 10 years | 43.91 | 121.15 | 36% |
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