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PECAX vs VEXMX
PECAX vs VEXMX Comparison
Open Charts PECAX vs VEXMX
JPMorgan SMID Cap Equity A
Price$14.59
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets347.8M
Vanguard Extended Market Index Investor
Price$123.00
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
PECAX vs VEXMX Comparison Chart
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PECAX vs. VEXMX commentary
Apr 19, 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 PECAX is a Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. PECAX (348M). VEXMX pays higher dividends than PECAX: VEXMX (1.15) vs PECAX (0.19). PECAX was incepted earlier than VEXMX: PECAX (33 years) vs VEXMX (37 years). PECAX (1.22) is less costly to investors than VEXMX (0.19). PECAX is a more actively managed with annual turnover of: 39.00 vs. VEXMX (11.00). PECAX has a lower initial minimum investment than VEXMX: PECAX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 0.13 vs. PECAX (-1.44). VEXMX return over 5 years is better than : 65.34 vs. PECAX (5.81).
| PECAX | VEXMX | PECAX / VEXMX | |
| Total Expense Ratio | 1.09 | 0.19 | 574% |
| Annual Report Gross Expense Ratio | 1.22 | 0.19 | 642% |
| Fund Existence | 33 years | 37 years | - |
| Gain YTD | -11.522 | -14.638 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 101B | 0% |
| Annual Yield % from dividends | 0.19 | 1.15 | 16% |
| Returns for 1 year | -1.44 | 0.13 | -1,121% |
| Returns for 3 years | -12.85 | 2.95 | -435% |
| Returns for 5 years | 5.81 | 65.34 | 9% |
| Returns for 10 years | -34.21 | 79.83 | -43% |
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