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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$16.43
Change+$0.17 (+1.05%)
VolumeN/A
Net Assets406.07M
Vanguard Mid Cap Index Investor
Price$73.84
Change+$0.99 (+1.36%)
VolumeN/A
Net Assets184.83B
PECAX vs VIMSX Comparison Chart
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PECAX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. PECAX (406M). VIMSX pays higher dividends than PECAX: VIMSX (1.38) vs PECAX (0.33). PECAX was incepted earlier than VIMSX: PECAX (33 years) vs VIMSX (27 years). PECAX is a more actively managed with annual turnover of: 32.00 vs. VIMSX (13.00). PECAX has a lower initial minimum investment than VIMSX: PECAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.15 vs. PECAX (4.55). VIMSX return over 5 years is better than : 66.22 vs. PECAX (4.30).
| PECAX | VIMSX | PECAX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | -1.395 | 1.082 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 185B | 0% |
| Annual Yield % from dividends | 0.33 | 1.38 | 24% |
| Returns for 1 year | 4.55 | 11.15 | 41% |
| Returns for 3 years | -3.84 | 17.61 | -22% |
| Returns for 5 years | 4.30 | 66.22 | 6% |
| Returns for 10 years | -26.61 | 111.30 | -24% |