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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$17.21
Change-$0.20 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$74.37
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
PECAX vs VIMSX Comparison Chart
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PECAX vs. VIMSX commentary
Nov 18, 2024
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: 175B vs. PECAX (434M). VIMSX pays higher dividends than PECAX: VIMSX (1.38) vs PECAX (0.33). PECAX was incepted earlier than VIMSX: PECAX (33 years) vs VIMSX (27 years). PECAX is a more actively managed with annual turnover of: 32.00 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 : 28.28 vs. PECAX (25.42). VIMSX return over 5 years is better than : 58.93 vs. PECAX (-10.73).
| PECAX | VIMSX | PECAX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 14.276 | 17.322 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 175B | 0% |
| Annual Yield % from dividends | 0.33 | 1.38 | 24% |
| Returns for 1 year | 25.42 | 28.28 | 90% |
| Returns for 3 years | -25.62 | 5.01 | -512% |
| Returns for 5 years | -10.73 | 58.93 | -18% |
| Returns for 10 years | -29.13 | 127.69 | -23% |
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