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JPPEX vs VIEIX
JPPEX vs VIEIX Comparison
Open Charts JPPEX vs VIEIX
JPMorgan Mid Cap Equity R6
Price$67.93
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets5.79B
Vanguard Extended Market Index Instl
Price$161.46
Change+$0.61 (+0.38%)
VolumeN/A
Net Assets83.66B
JPPEX vs VIEIX Comparison Chart in %
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JPPEX vs. VIEIX commentary
Oct 07, 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.7B vs. JPPEX (5.79B). VIEIX pays higher dividends than JPPEX: VIEIX (1.10) vs JPPEX (0.62). JPPEX was incepted earlier than VIEIX: JPPEX (12 years) vs VIEIX (28 years). JPPEX (0.70) is less costly to investors than VIEIX (0.05). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VIEIX (11.00). VIEIX has a lower initial minimum investment than JPPEX: VIEIX (5000000) vs JPPEX (15000000). VIEIX annual gain was more profitable for investors over the last year : 16.99 vs. JPPEX (4.42). VIEIX return over 5 years is better than : 57.31 vs. JPPEX (28.86).
| JPPEX | VIEIX | JPPEX / VIEIX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 6.887 | 11.887 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 83.7B | 7% |
| Annual Yield % from dividends | 0.62 | 1.10 | 56% |
| Returns for 1 year | 4.42 | 16.99 | 26% |
| Returns for 3 years | 41.12 | 64.27 | 64% |
| Returns for 5 years | 28.86 | 57.31 | 50% |
| Returns for 10 years | 57.90 | 155.63 | 37% |
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