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JPPEX vs VIEIX
JPPEX vs VIEIX Comparison
Open Charts JPPEX vs VIEIX
JPMorgan Mid Cap Equity R6
Price$62.16
Change-$0.85 (-1.35%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$129.08
Change-$2.22 (-1.69%)
VolumeN/A
CapitalizationN/A
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JPPEX vs VIEIX Comparison Chart
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JPPEX vs. VIEIX commentary
Sep 08, 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 StrongSell and VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 107B vs. JPPEX (4.46B). VIEIX pays higher dividends than JPPEX: VIEIX (1.21) vs JPPEX (0.67). JPPEX was incepted earlier than VIEIX: JPPEX (10 years) vs VIEIX (27 years). JPPEX is a more actively managed with annual turnover of: 40.00 vs. VIEIX (11.00). VIEIX has a lower initial minimum investment than JPPEX: VIEIX (5000000) vs JPPEX (15000000). JPPEX annual gain was more profitable for investors over the last year : 17.37 vs. VIEIX (15.91). VIEIX return over 5 years is better than : 50.74 vs. JPPEX (25.90).
| JPPEX | VIEIX | JPPEX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 8.265 | 5.473 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 107B | 4% |
| Annual Yield % from dividends | 0.67 | 1.21 | 55% |
| Returns for 1 year | 17.37 | 15.91 | 109% |
| Returns for 3 years | -2.94 | -9.17 | 32% |
| Returns for 5 years | 25.90 | 50.74 | 51% |
| Returns for 10 years | 44.22 | 106.57 | 41% |
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