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JPPEX vs VSEMX
JPPEX vs VSEMX Comparison
Open Charts JPPEX vs VSEMX
JPMorgan Mid Cap Equity R6
Price$64.31
Change-$1.45 (-2.20%)
VolumeN/A
Net Assets5.25B
Vanguard Extended Market Index Instl Sel
Price$232.37
Change-$7.34 (-3.06%)
VolumeN/A
Net Assets116.7B
JPPEX vs VSEMX Comparison Chart
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JPPEX vs. VSEMX commentary
Feb 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 Hold and VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 117B vs. JPPEX (5.26B). VSEMX pays higher dividends than JPPEX: VSEMX (1.23) vs JPPEX (0.67). JPPEX was incepted earlier than VSEMX: JPPEX (11 years) vs VSEMX (9 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 : 14.34 vs. JPPEX (6.92). VSEMX return over 5 years is better than : 47.52 vs. JPPEX (25.53).
| JPPEX | VSEMX | JPPEX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 1.116 | 0.345 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 117B | 4% |
| Annual Yield % from dividends | 0.67 | 1.23 | 54% |
| Returns for 1 year | 6.92 | 14.34 | 48% |
| Returns for 3 years | 15.69 | 21.22 | 74% |
| Returns for 5 years | 25.53 | 47.52 | 54% |
| Returns for 10 years | 44.33 | N/A | - |
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