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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$14.59
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets347.8M
Vanguard Mid Cap Index Investor
Price$67.08
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
PECAX vs VIMSX Comparison Chart
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PECAX vs. VIMSX commentary
Apr 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. PECAX (348M). VIMSX pays higher dividends than PECAX: VIMSX (1.46) vs PECAX (0.19). 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 (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 : 4.66 vs. PECAX (-1.44). VIMSX return over 5 years is better than : 68.74 vs. PECAX (5.81).
| 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 | -11.522 | -6.870 | 168% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 175B | 0% |
| Annual Yield % from dividends | 0.19 | 1.46 | 13% |
| Returns for 1 year | -1.44 | 4.66 | -31% |
| Returns for 3 years | -12.85 | 6.59 | -195% |
| Returns for 5 years | 5.81 | 68.74 | 8% |
| Returns for 10 years | -34.21 | 92.65 | -37% |
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