Interact to see
Advertisement
Advertisement
JPPEX vs VSEMX
JPPEX vs VSEMX Comparison
Open Charts JPPEX vs VSEMX
JPMorgan Mid Cap Equity R6
Price$65.93
Change-$0.41 (-0.62%)
VolumeN/A
Net Assets5.78B
Vanguard Extended Market Index Instl Sel
Price$240.85
Change+$1.93 (+0.81%)
VolumeN/A
Net Assets112.9B
JPPEX vs VSEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JPPEX vs. VSEMX commentary
Jul 15, 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: 113B vs. JPPEX (5.78B). VSEMX pays higher dividends than JPPEX: VSEMX (1.17) vs JPPEX (0.64). 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 : 13.57 vs. JPPEX (7.48). VSEMX return over 5 years is better than : 64.73 vs. JPPEX (39.05).
| 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 | 3.664 | 3.332 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 113B | 5% |
| Annual Yield % from dividends | 0.64 | 1.17 | 54% |
| Returns for 1 year | 7.48 | 13.57 | 55% |
| Returns for 3 years | 34.63 | 48.54 | 71% |
| Returns for 5 years | 39.05 | 64.73 | 60% |
| Returns for 10 years | 42.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement