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PECAX vs VMCPX
PECAX vs VMCPX Comparison
Open Charts PECAX vs VMCPX
JPMorgan SMID Cap Equity A
Price$16.22
Change-$0.09 (-0.55%)
VolumeN/A
Net Assets331.31M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.79
Change-$0.20 (-0.05%)
VolumeN/A
Net Assets196.76B
PECAX vs VMCPX Comparison Chart in %
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PECAX vs. VMCPX commentary
Aug 08, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. PECAX (331M). VMCPX pays higher dividends than PECAX: VMCPX (1.51) vs PECAX (0.18). PECAX was incepted earlier than VMCPX: PECAX (33 years) vs VMCPX (15 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 : 18.28 vs. PECAX (5.01). VMCPX return over 5 years is better than : 62.29 vs. PECAX (-1.85).
| 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 | 15 years | - |
| Gain YTD | -1.092 | 7.898 | -14% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 197B | 0% |
| Annual Yield % from dividends | 0.18 | 1.51 | 12% |
| Returns for 1 year | 5.01 | 18.28 | 27% |
| Returns for 3 years | 0.10 | 31.73 | 0% |
| Returns for 5 years | -1.85 | 62.29 | -3% |
| Returns for 10 years | -22.76 | 128.25 | -18% |
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