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JPPEX vs VIMAX
JPPEX vs VIMAX Comparison
Open Charts JPPEX vs VIMAX
JPMorgan Mid Cap Equity R6
Price$55.47
Change-$3.18 (-5.42%)
VolumeN/A
Net Assets4.67B
Vanguard Mid Cap Index Admiral
Price$290.06
Change-$18.54 (-6.01%)
VolumeN/A
Net Assets181.84B
JPPEX vs VIMAX Comparison Chart
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JPPEX vs. VIMAX commentary
Apr 08, 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 VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 182B vs. JPPEX (4.67B). VIMAX pays higher dividends than JPPEX: VIMAX (1.59) vs JPPEX (0.69). JPPEX was incepted earlier than VIMAX: JPPEX (11 years) vs VIMAX (23 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 (13.00). 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 : -3.69 vs. JPPEX (-9.98). VIMAX return over 5 years is better than : 90.53 vs. JPPEX (56.95).
| 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 | 23 years | - |
| Gain YTD | -12.783 | -11.206 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 182B | 3% |
| Annual Yield % from dividends | 0.69 | 1.59 | 43% |
| Returns for 1 year | -9.98 | -3.69 | 270% |
| Returns for 3 years | -2.95 | -0.54 | 548% |
| Returns for 5 years | 56.95 | 90.53 | 63% |
| Returns for 10 years | 23.62 | 84.99 | 28% |
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