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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$16.77
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets338.86M
Vanguard Mid Cap Index Investor
Price$79.42
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets196.76B
PECAX vs VIMSX Comparison Chart in %
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PECAX vs. VIMSX commentary
Aug 29, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. PECAX (339M). VIMSX pays higher dividends than PECAX: VIMSX (1.37) vs PECAX (0.18). 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 : 13.95 vs. PECAX (2.86). VIMSX return over 5 years is better than : 62.46 vs. PECAX (-0.21).
| 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 | 2.123 | 10.054 | 21% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 197B | 0% |
| Annual Yield % from dividends | 0.18 | 1.37 | 13% |
| Returns for 1 year | 2.86 | 13.95 | 21% |
| Returns for 3 years | 7.01 | 37.04 | 19% |
| Returns for 5 years | -0.21 | 62.46 | -0% |
| Returns for 10 years | -16.11 | 142.34 | -11% |
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