Ad is loading...
PECAX vs VSEMX
PECAX vs VSEMX Comparison
Open Charts PECAX vs VSEMX
JPMorgan SMID Cap Equity A
Price$16.61
Change-$0.59 (-3.43%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$232.88
Change-$10.72 (-4.40%)
VolumeN/A
CapitalizationN/A
PECAX vs VSEMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PECAX vs. VSEMX 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 120B vs. PECAX (440M). VSEMX pays higher dividends than PECAX: VSEMX (1.23) vs PECAX (0.33). PECAX was incepted earlier than VSEMX: PECAX (33 years) vs VSEMX (8 years). PECAX is a more actively managed with annual turnover of: 32.00 vs. VSEMX (11.00). PECAX has a lower initial minimum investment than VSEMX: PECAX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 16.77 vs. PECAX (10.98). VSEMX return over 5 years is better than : 53.30 vs. PECAX (-5.72).
| PECAX | VSEMX | PECAX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 10.292 | 16.483 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 440M | 120B | 0% |
| Annual Yield % from dividends | 0.33 | 1.23 | 27% |
| Returns for 1 year | 10.98 | 16.77 | 65% |
| Returns for 3 years | -7.29 | 7.89 | -92% |
| Returns for 5 years | -5.72 | 53.30 | -11% |
| Returns for 10 years | -22.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...