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PECAX vs VIEIX
PECAX vs VIEIX Comparison
Open Charts PECAX vs VIEIX
JPMorgan SMID Cap Equity A
Price$16.61
Change-$0.59 (-3.43%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$144.88
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
PECAX vs VIEIX Comparison Chart
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PECAX vs. VIEIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. PECAX (440M). VIEIX pays higher dividends than PECAX: VIEIX (1.21) vs PECAX (0.33). PECAX was incepted earlier than VIEIX: PECAX (33 years) vs VIEIX (27 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 : 16.75 vs. PECAX (10.98). VIEIX return over 5 years is better than : 53.21 vs. PECAX (-5.72).
| PECAX | VIEIX | PECAX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 10.292 | 16.455 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 440M | 120B | 0% |
| Annual Yield % from dividends | 0.33 | 1.21 | 27% |
| Returns for 1 year | 10.98 | 16.75 | 66% |
| Returns for 3 years | -7.29 | 7.86 | -93% |
| Returns for 5 years | -5.72 | 53.21 | -11% |
| Returns for 10 years | -22.16 | 126.68 | -17% |