Interact to see
Advertisement
Advertisement
PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$16.22
Change-$0.09 (-0.55%)
VolumeN/A
Net Assets331.31M
Vanguard Mid Cap Index Investor
Price$77.66
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets196.76B
PECAX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PECAX vs. VIMSX commentary
Aug 08, 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 (331M). 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 : 18.27 vs. PECAX (5.01). VIMSX return over 5 years is better than : 62.14 vs. PECAX (-1.85).
| 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 | -1.092 | 7.874 | -14% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 197B | 0% |
| Annual Yield % from dividends | 0.18 | 1.37 | 13% |
| Returns for 1 year | 5.01 | 18.27 | 27% |
| Returns for 3 years | 0.10 | 31.68 | 0% |
| Returns for 5 years | -1.85 | 62.14 | -3% |
| Returns for 10 years | -22.76 | 128.03 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers