Ad is loading...
PECAX vs VMCPX
PECAX vs VMCPX Comparison
Open Charts PECAX vs VMCPX
JPMorgan SMID Cap Equity A
Price$15.30
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets351.85M
Vanguard Mid Cap Index InstitutionalPlus
Price$351.08
Change+$1.92 (+0.55%)
VolumeN/A
Net Assets175.12B
PECAX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PECAX vs. VMCPX commentary
May 09, 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 Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. PECAX (352M). VMCPX pays higher dividends than PECAX: VMCPX (1.62) vs PECAX (0.19). PECAX was incepted earlier than VMCPX: PECAX (33 years) vs VMCPX (14 years). PECAX (1.22) is less costly to investors than VMCPX (0.03). PECAX is a more actively managed with annual turnover of: 39.00 vs. VMCPX (16.00). PECAX has a lower initial minimum investment than VMCPX: PECAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 6.37 vs. PECAX (-0.86). VMCPX return over 5 years is better than : 70.90 vs. PECAX (5.23).
| PECAX | VMCPX | PECAX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | -7.338 | -1.889 | 388% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 175B | 0% |
| Annual Yield % from dividends | 0.19 | 1.62 | 12% |
| Returns for 1 year | -0.86 | 6.37 | -14% |
| Returns for 3 years | -3.14 | 20.49 | -15% |
| Returns for 5 years | 5.23 | 70.90 | 7% |
| Returns for 10 years | -30.09 | 103.40 | -29% |
View a ticker or compare two or three
VS
VS
Ad is loading...