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JPPEX vs VIEIX
JPPEX vs VIEIX Comparison
Open Charts JPPEX vs VIEIX
JPMorgan Mid Cap Equity R6
Price$67.69
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets5.72B
Vanguard Extended Market Index Instl
Price$158.47
Change-$1.51 (-0.94%)
VolumeN/A
Net Assets81.53B
JPPEX vs VIEIX Comparison Chart in %
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JPPEX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 81.5B vs. JPPEX (5.72B). VIEIX pays higher dividends than JPPEX: VIEIX (1.08) 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 : 20.34 vs. JPPEX (7.75). VIEIX return over 5 years is better than : 68.48 vs. JPPEX (36.82).
| 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 | 6.431 | 10.160 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 81.5B | 7% |
| Annual Yield % from dividends | 0.62 | 1.08 | 57% |
| Returns for 1 year | 7.75 | 20.34 | 38% |
| Returns for 3 years | 30.27 | 48.76 | 62% |
| Returns for 5 years | 36.82 | 68.48 | 54% |
| Returns for 10 years | 55.92 | 149.61 | 37% |
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