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JPPEX vs VEXMX
JPPEX vs VEXMX Comparison
Open Charts JPPEX vs VEXMX
JPMorgan Mid Cap Equity R6
Price$67.69
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets5.72B
Vanguard Extended Market Index Investor
Price$158.57
Change-$1.51 (-0.94%)
VolumeN/A
Net Assets81.53B
JPPEX vs VEXMX Comparison Chart in %
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JPPEX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. JPPEX (5.72B). VEXMX pays higher dividends than JPPEX: VEXMX (0.95) vs JPPEX (0.62). JPPEX was incepted earlier than VEXMX: JPPEX (12 years) vs VEXMX (38 years). JPPEX (0.70) is less costly to investors than VEXMX (0.19). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than JPPEX: VEXMX (3000) vs JPPEX (15000000). VEXMX annual gain was more profitable for investors over the last year : 20.29 vs. JPPEX (7.75). VEXMX return over 5 years is better than : 68.22 vs. JPPEX (36.82).
| JPPEX | VEXMX | JPPEX / VEXMX | |
| Total Expense Ratio | 0.60 | 0.19 | 316% |
| Annual Report Gross Expense Ratio | 0.70 | 0.19 | 368% |
| Fund Existence | 12 years | 38 years | - |
| Gain YTD | 6.431 | 10.110 | 64% |
| 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 | 0.95 | 65% |
| Returns for 1 year | 7.75 | 20.29 | 38% |
| Returns for 3 years | 30.27 | 48.63 | 62% |
| Returns for 5 years | 36.82 | 68.22 | 54% |
| Returns for 10 years | 55.92 | 148.88 | 38% |
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