JPPEX
Price
$70.79
Change
+$0.35 (+0.50%)
Updated
Jun 30 closing price
Net Assets
6.21B
VIMAX
Price
$399.15
Change
+$0.38 (+0.10%)
Updated
Jun 30 closing price
Net Assets
218.84B
Interact to see
Advertisement

JPPEX vs VIMAX

JPPEX vs VIMAX Comparison Chart in %
View a ticker or compare two or three
VS
JPPEX vs. VIMAX commentary
Jul 01, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 219B vs. JPPEX (6.21B). VIMAX pays higher dividends than JPPEX: VIMAX (1.36) vs JPPEX (0.68). JPPEX was incepted earlier than VIMAX: JPPEX (12 years) vs VIMAX (25 years). JPPEX (0.72) is less costly to investors than VIMAX (0.05). JPPEX is a more actively managed with annual turnover of: 61.00 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 : 15.15 vs. JPPEX (8.56). VIMAX return over 5 years is better than : 36.29 vs. JPPEX (13.09).
JPPEXVIMAXJPPEX / VIMAX
Total Expense Ratio0.600.051,200%
Annual Report Gross Expense Ratio0.720.051,440%
Fund Existence12 years25 years-
Gain YTD10.80711.05098%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.21B219B3%
Annual Yield % from dividends0.681.3650%
Returns for 1 year8.5615.1556%
Returns for 3 years31.5347.1667%
Returns for 5 years13.0936.2936%
Returns for 10 years71.42165.0743%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RGDTX12.170.05
+0.41%
Russell Inv Global Equity M
GRGUX54.45N/A
N/A
Goldman Sachs Equity Income R6
SCJIX8.16N/A
N/A
Steward Covered Call Income I
TEQWX51.59N/A
N/A
Nuveen Equity Index W
GGHYX42.29-0.24
-0.56%
Invesco Health Care Y