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JPPEX vs VSEMX
JPPEX vs VSEMX Comparison
Open Charts JPPEX vs VSEMX
JPMorgan Mid Cap Equity R6
Price$68.17
Change-$0.51 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$235.35
Change-$3.07 (-1.29%)
VolumeN/A
CapitalizationN/A
JPPEX vs VSEMX Comparison Chart
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JPPEX vs. VSEMX commentary
Nov 18, 2024
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 StrongBuy and VSEMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. JPPEX (5.06B). VSEMX pays higher dividends than JPPEX: VSEMX (1.23) vs JPPEX (0.67). JPPEX was incepted earlier than VSEMX: JPPEX (11 years) vs VSEMX (8 years). JPPEX is a more actively managed with annual turnover of: 40.00 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 : 33.96 vs. JPPEX (28.31). VSEMX return over 5 years is better than : 61.08 vs. JPPEX (41.30).
| JPPEX | VSEMX | JPPEX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 17.131 | 17.719 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 107B | 5% |
| Annual Yield % from dividends | 0.67 | 1.23 | 54% |
| Returns for 1 year | 28.31 | 33.96 | 83% |
| Returns for 3 years | 0.55 | -2.28 | -24% |
| Returns for 5 years | 41.30 | 61.08 | 68% |
| Returns for 10 years | 54.12 | N/A | - |
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