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JPPEX vs VIMAX
JPPEX vs VIMAX Comparison
Open Charts JPPEX vs VIMAX
JPMorgan Mid Cap Equity R6
Price$61.83
Change+$0.62 (+1.01%)
VolumeN/A
Net Assets5.14B
Vanguard Mid Cap Index Admiral
Price$325.06
Change+$2.82 (+0.88%)
VolumeN/A
Net Assets175.12B
JPPEX vs VIMAX Comparison Chart
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JPPEX vs. VIMAX commentary
May 09, 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 VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. JPPEX (5.14B). VIMAX pays higher dividends than JPPEX: VIMAX (1.60) vs JPPEX (0.69). JPPEX was incepted earlier than VIMAX: JPPEX (11 years) vs VIMAX (24 years). JPPEX (0.70) is less costly to investors than VIMAX (0.05). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VIMAX (16.00). VIMAX has a lower initial minimum investment than JPPEX: VIMAX (3000) vs JPPEX (15000000). VIMAX annual gain was more profitable for investors over the last year : 7.10 vs. JPPEX (0.21). VIMAX return over 5 years is better than : 71.81 vs. JPPEX (40.37).
| JPPEX | VIMAX | JPPEX / VIMAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -3.758 | -1.355 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 175B | 3% |
| Annual Yield % from dividends | 0.69 | 1.60 | 43% |
| Returns for 1 year | 0.21 | 7.10 | 3% |
| Returns for 3 years | 19.83 | 26.20 | 76% |
| Returns for 5 years | 40.37 | 71.81 | 56% |
| Returns for 10 years | 35.78 | 104.97 | 34% |
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