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PECAX vs VIEIX
PECAX vs VIEIX Comparison
Open Charts PECAX vs VIEIX
JPMorgan SMID Cap Equity A
Price$16.58
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets340.4M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.38 (+0.93%)
VolumeN/A
Net Assets107.69B
PECAX vs VIEIX Comparison Chart in %
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PECAX vs. VIEIX commentary
Jul 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. PECAX (340M). VIEIX pays higher dividends than PECAX: VIEIX (1.15) 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 : 16.40 vs. PECAX (8.61). VIEIX return over 5 years is better than : 66.94 vs. PECAX (7.48).
| 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 | 0.000 | 3.187 | - |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 108B | 0% |
| Annual Yield % from dividends | 0.18 | 1.15 | 16% |
| Returns for 1 year | 8.61 | 16.40 | 52% |
| Returns for 3 years | 9.79 | 48.38 | 20% |
| Returns for 5 years | 7.48 | 66.94 | 11% |
| Returns for 10 years | -22.44 | 121.52 | -18% |
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