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PECAX vs VMCIX
PECAX vs VMCIX Comparison
Open Charts PECAX vs VMCIX
JPMorgan SMID Cap Equity A
Price$17.21
Change-$0.20 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$74.52
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
PECAX vs VMCIX Comparison Chart
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PECAX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. PECAX (434M). VMCIX pays higher dividends than PECAX: VMCIX (1.50) vs PECAX (0.33). PECAX was incepted earlier than VMCIX: PECAX (33 years) vs VMCIX (27 years). PECAX is a more actively managed with annual turnover of: 32.00 vs. VMCIX (13.00). PECAX has a lower initial minimum investment than VMCIX: PECAX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 28.30 vs. PECAX (25.42). VMCIX return over 5 years is better than : 59.03 vs. PECAX (-10.73).
| PECAX | VMCIX | PECAX / VMCIX | |
| 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 | 17.340 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 175B | 0% |
| Annual Yield % from dividends | 0.33 | 1.50 | 22% |
| Returns for 1 year | 25.42 | 28.30 | 90% |
| Returns for 3 years | -25.62 | 5.05 | -507% |
| Returns for 5 years | -10.73 | 59.03 | -18% |
| Returns for 10 years | -29.13 | 128.04 | -23% |
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