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JPPEX vs VIMSX
JPPEX vs VIMSX Comparison
Open Charts JPPEX vs VIMSX
JPPEX vs VIMSX Comparison Chart in %
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JPPEX vs. VIMSX commentary
Jun 10, 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 Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 219B vs. JPPEX (5.96B). VIMSX pays higher dividends than JPPEX: VIMSX (1.25) vs JPPEX (0.68). JPPEX was incepted earlier than VIMSX: JPPEX (12 years) vs VIMSX (28 years). JPPEX (0.72) is less costly to investors than VIMSX (0.17). JPPEX is a more actively managed with annual turnover of: 61.00 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 : 14.93 vs. JPPEX (6.01). VIMSX return over 5 years is better than : 34.42 vs. JPPEX (9.96).
| JPPEX | VIMSX | JPPEX / VIMSX | |
| Total Expense Ratio | 0.60 | 0.17 | 353% |
| Annual Report Gross Expense Ratio | 0.72 | 0.17 | 424% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 5.836 | 8.231 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 219B | 3% |
| Annual Yield % from dividends | 0.68 | 1.25 | 54% |
| Returns for 1 year | 6.01 | 14.93 | 40% |
| Returns for 3 years | 30.40 | 48.89 | 62% |
| Returns for 5 years | 9.96 | 34.42 | 29% |
| Returns for 10 years | 63.17 | 157.66 | 40% |
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