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PECAX vs VIEIX
PECAX vs VIEIX Comparison
Open Charts PECAX vs VIEIX
JPMorgan SMID Cap Equity A
Price$15.79
Change-$0.28 (-1.74%)
VolumeN/A
Net Assets335.77M
Vanguard Extended Market Index Instl
Price$140.59
Change-$2.44 (-1.71%)
VolumeN/A
Net Assets107.69B
PECAX vs VIEIX Comparison Chart
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PECAX vs. VIEIX commentary
Jun 14, 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 Hold and VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. PECAX (336M). VIEIX pays higher dividends than PECAX: VIEIX (1.22) vs PECAX (0.18). PECAX was incepted earlier than VIEIX: PECAX (33 years) vs VIEIX (28 years). PECAX (1.22) is less costly to investors than VIEIX (0.05). PECAX is a more actively managed with annual turnover of: 39.00 vs. VIEIX (11.00). PECAX has a lower initial minimum investment than VIEIX: PECAX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 12.28 vs. PECAX (5.56). VIEIX return over 5 years is better than : 66.73 vs. PECAX (5.02).
| PECAX | VIEIX | PECAX / VIEIX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | -2.547 | -0.638 | 400% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 108B | 0% |
| Annual Yield % from dividends | 0.18 | 1.22 | 15% |
| Returns for 1 year | 5.56 | 12.28 | 45% |
| Returns for 3 years | 10.28 | 45.45 | 23% |
| Returns for 5 years | 5.02 | 66.73 | 8% |
| Returns for 10 years | -25.98 | 109.58 | -24% |
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