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JPPEX vs VSEMX
JPPEX vs VSEMX Comparison
Open Charts JPPEX vs VSEMX
JPMorgan Mid Cap Equity R6
Price$62.61
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets5.27B
Vanguard Extended Market Index Instl Sel
Price$221.27
Change+$0.51 (+0.23%)
VolumeN/A
Net Assets100.64B
JPPEX vs VSEMX Comparison Chart
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JPPEX vs. VSEMX commentary
May 23, 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 Buy and VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. JPPEX (5.27B). VSEMX pays higher dividends than JPPEX: VSEMX (1.33) vs JPPEX (0.69). JPPEX was incepted earlier than VSEMX: JPPEX (11 years) vs VSEMX (9 years). JPPEX (0.70) is less costly to investors than VSEMX (0.02). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VSEMX (11.00). JPPEX has a lower initial minimum investment than VSEMX: JPPEX (15000000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 5.40 vs. JPPEX (1.40). VSEMX return over 5 years is better than : 66.90 vs. JPPEX (41.78).
| JPPEX | VSEMX | JPPEX / VSEMX | |
| Total Expense Ratio | 0.60 | 0.02 | 3,000% |
| Annual Report Gross Expense Ratio | 0.70 | 0.02 | 3,500% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -1.447 | -4.586 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 101B | 5% |
| Annual Yield % from dividends | 0.69 | 1.33 | 52% |
| Returns for 1 year | 1.40 | 5.40 | 26% |
| Returns for 3 years | 21.81 | 30.84 | 71% |
| Returns for 5 years | 41.78 | 66.90 | 62% |
| Returns for 10 years | 36.84 | N/A | - |
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