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JPPEX vs VSEMX
JPPEX vs VSEMX Comparison
Open Charts JPPEX vs VSEMX
JPMorgan Mid Cap Equity R6
Price$59.99
Change+$1.15 (+1.95%)
VolumeN/A
Net Assets4.94B
Vanguard Extended Market Index Instl Sel
Price$206.95
Change+$5.08 (+2.52%)
VolumeN/A
Net Assets101.44B
JPPEX vs VSEMX Comparison Chart
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JPPEX vs. VSEMX commentary
Apr 26, 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 (4.94B). VSEMX pays higher dividends than JPPEX: VSEMX (1.32) 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 : 0.00 vs. JPPEX (-2.77). VSEMX return over 5 years is better than : 69.67 vs. JPPEX (41.70).
| 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 | -7.484 | -12.750 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 101B | 5% |
| Annual Yield % from dividends | 0.69 | 1.32 | 52% |
| Returns for 1 year | -2.77 | 0.00 | -208,022% |
| Returns for 3 years | 5.57 | 7.49 | 74% |
| Returns for 5 years | 41.70 | 69.67 | 60% |
| Returns for 10 years | 30.49 | N/A | - |
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