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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
Sep 06, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 226B vs. JPPEX (6.13B). VIMSX pays higher dividends than JPPEX: VIMSX (1.18) vs JPPEX (0.65). 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 : 13.97 vs. JPPEX (5.51). VIMSX return over 5 years is better than : 33.45 vs. JPPEX (10.62).
| 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 | 11.358 | 13.721 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.13B | 226B | 3% |
| Annual Yield % from dividends | 0.65 | 1.18 | 55% |
| Returns for 1 year | 5.51 | 13.97 | 39% |
| Returns for 3 years | 33.58 | 51.94 | 65% |
| Returns for 5 years | 10.62 | 33.45 | 32% |
| Returns for 10 years | 64.83 | 157.26 | 41% |
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