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PECAX vs VIEIX
PECAX vs VIEIX Comparison
Open Charts PECAX vs VIEIX
JPMorgan SMID Cap Equity A
Price$14.59
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets347.8M
Vanguard Extended Market Index Instl
Price$122.89
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
PECAX vs VIEIX Comparison Chart
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PECAX vs. VIEIX 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. PECAX (348M). VIEIX pays higher dividends than PECAX: VIEIX (1.30) vs PECAX (0.19). 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 : 0.15 vs. PECAX (-1.44). VIEIX return over 5 years is better than : 65.60 vs. PECAX (5.81).
| 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 | -11.522 | -14.629 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 101B | 0% |
| Annual Yield % from dividends | 0.19 | 1.30 | 14% |
| Returns for 1 year | -1.44 | 0.15 | -932% |
| Returns for 3 years | -12.85 | 3.03 | -424% |
| Returns for 5 years | 5.81 | 65.60 | 9% |
| Returns for 10 years | -34.21 | 80.43 | -43% |