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JPPEX vs VIMAX
JPPEX vs VIMAX Comparison
Open Charts JPPEX vs VIMAX
JPMorgan Mid Cap Equity R6
Price$62.16
Change-$0.85 (-1.35%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$308.33
Change-$3.72 (-1.19%)
VolumeN/A
CapitalizationN/A
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JPPEX vs VIMAX Comparison Chart
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JPPEX vs. VIMAX commentary
Sep 08, 2024
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 StrongSell and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 172B vs. JPPEX (4.46B). VIMAX pays higher dividends than JPPEX: VIMAX (1.49) vs JPPEX (0.67). JPPEX was incepted earlier than VIMAX: JPPEX (10 years) vs VIMAX (23 years). JPPEX is a more actively managed with annual turnover of: 40.00 vs. VIMAX (13.00). VIMAX has a lower initial minimum investment than JPPEX: VIMAX (3000) vs JPPEX (15000000). JPPEX annual gain was more profitable for investors over the last year : 17.37 vs. VIMAX (15.94). VIMAX return over 5 years is better than : 51.92 vs. JPPEX (25.90).
| JPPEX | VIMAX | JPPEX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 8.265 | 8.498 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 172B | 3% |
| Annual Yield % from dividends | 0.67 | 1.49 | 45% |
| Returns for 1 year | 17.37 | 15.94 | 109% |
| Returns for 3 years | -2.94 | 1.69 | -174% |
| Returns for 5 years | 25.90 | 51.92 | 50% |
| Returns for 10 years | 44.22 | 114.29 | 39% |
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