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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$15.79
Change-$0.28 (-1.74%)
VolumeN/A
Net Assets335.77M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
PECAX vs VIMSX Comparison Chart
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PECAX vs. VIMSX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. PECAX (336M). 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 : 12.88 vs. PECAX (5.56). VIMSX return over 5 years is better than : 71.54 vs. PECAX (5.02).
| 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 | -2.547 | 3.945 | -65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 185B | 0% |
| Annual Yield % from dividends | 0.18 | 1.40 | 13% |
| Returns for 1 year | 5.56 | 12.88 | 43% |
| Returns for 3 years | 10.28 | 40.72 | 25% |
| Returns for 5 years | 5.02 | 71.54 | 7% |
| Returns for 10 years | -25.98 | 116.49 | -22% |
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