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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$16.39
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets331.99M
Vanguard Mid Cap Index Investor
Price$79.19
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets199.16B
PECAX vs VIMSX Comparison Chart in %
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PECAX vs. VIMSX commentary
Sep 18, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. PECAX (332M). VIMSX pays higher dividends than PECAX: VIMSX (1.35) vs PECAX (0.17). PECAX was incepted earlier than VIMSX: PECAX (33 years) vs VIMSX (27 years). PECAX (1.22) is less costly to investors than VIMSX (0.17). PECAX is a more actively managed with annual turnover of: 39.00 vs. VIMSX (16.00). 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 : 12.07 vs. PECAX (-1.26). VIMSX return over 5 years is better than : 67.10 vs. PECAX (0.24).
| PECAX | VIMSX | PECAX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | -0.182 | 9.929 | -2% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 199B | 0% |
| Annual Yield % from dividends | 0.17 | 1.35 | 13% |
| Returns for 1 year | -1.26 | 12.07 | -10% |
| Returns for 3 years | 8.22 | 42.13 | 20% |
| Returns for 5 years | 0.24 | 67.10 | 0% |
| Returns for 10 years | -17.81 | 142.64 | -12% |
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