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JPPEX vs VIEIX
JPPEX vs VIEIX Comparison
Open Charts JPPEX vs VIEIX
JPMorgan Mid Cap Equity R6
Price$65.93
Change-$0.41 (-0.62%)
VolumeN/A
Net Assets5.78B
Vanguard Extended Market Index Instl
Price$148.65
Change-$1.60 (-1.06%)
VolumeN/A
Net Assets112.9B
JPPEX vs VIEIX Comparison Chart in %
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JPPEX vs. VIEIX commentary
Jul 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 113B vs. JPPEX (5.78B). VIEIX pays higher dividends than JPPEX: VIEIX (1.15) vs JPPEX (0.64). JPPEX was incepted earlier than VIEIX: JPPEX (11 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 : 14.78 vs. JPPEX (8.15). VIEIX return over 5 years is better than : 66.41 vs. JPPEX (39.92).
| 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 | 11 years | 28 years | - |
| Gain YTD | 4.308 | 4.445 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 113B | 5% |
| Annual Yield % from dividends | 0.64 | 1.15 | 56% |
| Returns for 1 year | 8.15 | 14.78 | 55% |
| Returns for 3 years | 35.47 | 50.08 | 71% |
| Returns for 5 years | 39.92 | 66.41 | 60% |
| Returns for 10 years | 43.49 | 120.40 | 36% |
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