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PECAX vs VMCIX
PECAX vs VMCIX Comparison
Open Charts PECAX vs VMCIX
JPMorgan SMID Cap Equity A
Price$16.61
Change-$0.59 (-3.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$72.33
Change-$2.50 (-3.34%)
VolumeN/A
CapitalizationN/A
PECAX vs VMCIX Comparison Chart
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PECAX vs. VMCIX commentary
Dec 19, 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 Hold and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. PECAX (440M). 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 : 17.88 vs. PECAX (10.98). VMCIX return over 5 years is better than : 54.83 vs. PECAX (-5.72).
| 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 | 10.292 | 17.828 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 440M | 190B | 0% |
| Annual Yield % from dividends | 0.33 | 1.50 | 22% |
| Returns for 1 year | 10.98 | 17.88 | 61% |
| Returns for 3 years | -7.29 | 11.37 | -64% |
| Returns for 5 years | -5.72 | 54.83 | -10% |
| Returns for 10 years | -22.16 | 125.56 | -18% |