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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$15.96
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$67.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PECAX vs VIMSX Comparison Chart
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PECAX vs. VIMSX commentary
Sep 16, 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: 172B vs. PECAX (416M). VIMSX pays higher dividends than PECAX: VIMSX (1.38) vs PECAX (0.33). PECAX was incepted earlier than VIMSX: PECAX (32 years) vs VIMSX (26 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 : 18.32 vs. PECAX (16.50). VIMSX return over 5 years is better than : 53.93 vs. PECAX (-10.03).
| PECAX | VIMSX | PECAX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 9.695 | 10.696 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 172B | 0% |
| Annual Yield % from dividends | 0.33 | 1.38 | 24% |
| Returns for 1 year | 16.50 | 18.32 | 90% |
| Returns for 3 years | -22.75 | 6.29 | -361% |
| Returns for 5 years | -10.03 | 53.93 | -19% |
| Returns for 10 years | -30.58 | 120.67 | -25% |
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