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JPPEX vs VIMAX
JPPEX vs VIMAX Comparison
Open Charts JPPEX vs VIMAX
JPMorgan Mid Cap Equity R6
Price$66.33
Change-$0.30 (-0.45%)
VolumeN/A
Net Assets5.7B
Vanguard Mid Cap Index Admiral
Price$353.82
Change-$0.86 (-0.24%)
VolumeN/A
Net Assets196.76B
JPPEX vs VIMAX Comparison Chart in %
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JPPEX vs. VIMAX commentary
Aug 17, 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 VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 197B vs. JPPEX (5.7B). VIMAX pays higher dividends than JPPEX: VIMAX (1.49) vs JPPEX (0.63). 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 : 14.33 vs. JPPEX (6.67). VIMAX return over 5 years is better than : 62.28 vs. JPPEX (30.21).
| 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 | 4.292 | 8.313 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 197B | 3% |
| Annual Yield % from dividends | 0.63 | 1.49 | 42% |
| Returns for 1 year | 6.67 | 14.33 | 47% |
| Returns for 3 years | 19.09 | 26.45 | 72% |
| Returns for 5 years | 30.21 | 62.28 | 49% |
| Returns for 10 years | 43.91 | 125.24 | 35% |
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