Interact to see
Advertisement
Advertisement
PECAX vs VIEIX
PECAX vs VIEIX Comparison
Open Charts PECAX vs VIEIX
JPMorgan SMID Cap Equity A
Price$16.61
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets340.59M
Vanguard Extended Market Index Instl
Price$149.92
Change+$1.27 (+0.85%)
VolumeN/A
Net Assets112.9B
PECAX vs VIEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PECAX vs. VIEIX commentary
Jul 10, 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: 113B vs. PECAX (341M). 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 : 17.23 vs. PECAX (9.66). VIEIX return over 5 years is better than : 64.64 vs. PECAX (8.30).
| 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 | 0.243 | 3.333 | 7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 113B | 0% |
| Annual Yield % from dividends | 0.18 | 1.15 | 16% |
| Returns for 1 year | 9.66 | 17.23 | 56% |
| Returns for 3 years | 8.33 | 44.84 | 19% |
| Returns for 5 years | 8.30 | 64.64 | 13% |
| Returns for 10 years | -22.22 | 121.52 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers