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JPPEX vs VIMSX
JPPEX vs VIMSX Comparison
Open Charts JPPEX vs VIMSX
JPMorgan Mid Cap Equity R6
Price$67.60
Change+$0.62 (+0.93%)
VolumeN/A
Net Assets5.73B
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
JPPEX vs VIMSX Comparison Chart in %
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JPPEX vs. VIMSX commentary
Sep 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. JPPEX (5.73B). VIMSX pays higher dividends than JPPEX: VIMSX (1.35) vs JPPEX (0.62). JPPEX was incepted earlier than VIMSX: JPPEX (11 years) vs VIMSX (27 years). JPPEX (0.70) is less costly to investors than VIMSX (0.17). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than JPPEX: VIMSX (3000) vs JPPEX (15000000). VIMSX annual gain was more profitable for investors over the last year : 15.02 vs. JPPEX (7.97). VIMSX return over 5 years is better than : 64.92 vs. JPPEX (33.16).
| JPPEX | VIMSX | JPPEX / VIMSX | |
| Total Expense Ratio | 0.60 | 0.17 | 353% |
| Annual Report Gross Expense Ratio | 0.70 | 0.17 | 412% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 6.242 | 9.679 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 199B | 3% |
| Annual Yield % from dividends | 0.62 | 1.35 | 46% |
| Returns for 1 year | 7.97 | 15.02 | 53% |
| Returns for 3 years | 33.13 | 41.01 | 81% |
| Returns for 5 years | 33.16 | 64.92 | 51% |
| Returns for 10 years | 55.47 | 140.93 | 39% |
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