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JPPEX vs VEXMX
JPPEX vs VEXMX Comparison
Open Charts JPPEX vs VEXMX
JPMorgan Mid Cap Equity R6
Price$66.34
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets5.61B
Vanguard Extended Market Index Investor
Price$150.38
Change+$0.32 (+0.21%)
VolumeN/A
Net Assets112.9B
JPPEX vs VEXMX Comparison Chart in %
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JPPEX vs. VEXMX commentary
Jul 11, 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 113B vs. JPPEX (5.61B). VEXMX pays higher dividends than JPPEX: VEXMX (1.01) vs JPPEX (0.64). JPPEX was incepted earlier than VEXMX: JPPEX (11 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 : 17.18 vs. JPPEX (9.30). VEXMX return over 5 years is better than : 65.80 vs. JPPEX (39.67).
| JPPEX | VEXMX | JPPEX / VEXMX | |
| Total Expense Ratio | 0.60 | 0.19 | 316% |
| Annual Report Gross Expense Ratio | 0.70 | 0.19 | 368% |
| Fund Existence | 11 years | 38 years | - |
| Gain YTD | 4.120 | 4.201 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.61B | 113B | 5% |
| Annual Yield % from dividends | 0.64 | 1.01 | 63% |
| Returns for 1 year | 9.30 | 17.18 | 54% |
| Returns for 3 years | 34.52 | 48.82 | 71% |
| Returns for 5 years | 39.67 | 65.80 | 60% |
| Returns for 10 years | 43.91 | 120.57 | 36% |
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