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PECAX vs VIEIX
PECAX vs VIEIX Comparison
Open Charts PECAX vs VIEIX
JPMorgan SMID Cap Equity A
Price$16.43
Change+$0.17 (+1.05%)
VolumeN/A
Net Assets406.07M
Vanguard Extended Market Index Instl
Price$142.51
Change+$1.90 (+1.35%)
VolumeN/A
Net Assets116.7B
PECAX vs VIEIX Comparison Chart
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PECAX vs. VIEIX commentary
Mar 01, 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 Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 117B vs. PECAX (406M). VIEIX pays higher dividends than PECAX: VIEIX (1.21) vs PECAX (0.33). PECAX was incepted earlier than VIEIX: PECAX (33 years) vs VIEIX (28 years). PECAX is a more actively managed with annual turnover of: 32.00 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 : 9.28 vs. PECAX (4.55). VIEIX return over 5 years is better than : 63.21 vs. PECAX (4.30).
| PECAX | VIEIX | PECAX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | -1.395 | -2.402 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 117B | 0% |
| Annual Yield % from dividends | 0.33 | 1.21 | 27% |
| Returns for 1 year | 4.55 | 9.28 | 49% |
| Returns for 3 years | -3.84 | 15.70 | -24% |
| Returns for 5 years | 4.30 | 63.21 | 7% |
| Returns for 10 years | -26.61 | 109.91 | -24% |
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