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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$16.58
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets340.4M
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
PECAX vs VIMSX Comparison Chart in %
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PECAX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. PECAX (340M). VIMSX pays higher dividends than PECAX: VIMSX (1.40) 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 : 16.94 vs. PECAX (8.61). VIMSX return over 5 years is better than : 72.61 vs. PECAX (7.48).
| 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 | 0.000 | 6.986 | - |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 185B | 0% |
| Annual Yield % from dividends | 0.18 | 1.40 | 13% |
| Returns for 1 year | 8.61 | 16.94 | 51% |
| Returns for 3 years | 9.79 | 42.21 | 23% |
| Returns for 5 years | 7.48 | 72.61 | 10% |
| Returns for 10 years | -22.44 | 126.09 | -18% |
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