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JPPEX vs VIEIX
JPPEX vs VIEIX Comparison
Open Charts JPPEX vs VIEIX
JPMorgan Mid Cap Equity R6
Price$65.71
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets5.65B
Vanguard Extended Market Index Instl
Price$152.09
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets83.92B
JPPEX vs VIEIX Comparison Chart in %
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JPPEX vs. VIEIX commentary
Nov 20, 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 Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.9B vs. JPPEX (5.65B). VIEIX pays higher dividends than JPPEX: VIEIX (1.09) 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: 61.00 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 : 2.67 vs. JPPEX (-3.65). VIEIX return over 5 years is better than : 36.39 vs. JPPEX (15.77).
| 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 | 3.318 | 5.786 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.65B | 83.9B | 7% |
| Annual Yield % from dividends | 0.62 | 1.09 | 57% |
| Returns for 1 year | -3.65 | 2.67 | -137% |
| Returns for 3 years | 26.01 | 45.40 | 57% |
| Returns for 5 years | 15.77 | 36.39 | 43% |
| Returns for 10 years | 51.46 | 140.29 | 37% |
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