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JPPEX vs VSEMX
JPPEX vs VSEMX Comparison
Open Charts JPPEX vs VSEMX
JPMorgan Mid Cap Equity R6
Price$58.65
Change-$3.16 (-5.11%)
VolumeN/A
Net Assets5.2B
Vanguard Extended Market Index Instl Sel
Price$199.94
Change-$15.02 (-6.99%)
VolumeN/A
Net Assets110.09B
JPPEX vs VSEMX Comparison Chart
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JPPEX vs. VSEMX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 110B vs. JPPEX (5.2B). 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 : 2.78 vs. JPPEX (-1.00). VSEMX return over 5 years is better than : 114.71 vs. JPPEX (74.89).
| 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 | -2.814 | -7.092 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.2B | 110B | 5% |
| Annual Yield % from dividends | 0.69 | 1.32 | 52% |
| Returns for 1 year | -1.00 | 2.78 | -36% |
| Returns for 3 years | 6.78 | 5.62 | 121% |
| Returns for 5 years | 74.89 | 114.71 | 65% |
| Returns for 10 years | 37.23 | N/A | - |