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JPPEX vs VEXAX
JPPEX vs VEXAX Comparison
Open Charts JPPEX vs VEXAX
JPMorgan Mid Cap Equity R6
Price$64.53
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets5.79B
Vanguard Extended Market Index Admiral
Price$162.25
Change+$0.34 (+0.21%)
VolumeN/A
Net Assets83.38B
JPPEX vs VEXAX Comparison Chart in %
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JPPEX vs. VEXAX commentary
Dec 25, 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 JPPEX is a Hold and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 83.4B vs. JPPEX (5.8B). VEXAX pays higher dividends than JPPEX: VEXAX (1.09) vs JPPEX (0.61). JPPEX was incepted earlier than VEXAX: JPPEX (12 years) vs VEXAX (25 years). JPPEX (0.72) is less costly to investors than VEXAX (0.05). JPPEX is a more actively managed with annual turnover of: 61.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than JPPEX: VEXAX (3000) vs JPPEX (15000000). VEXAX annual gain was more profitable for investors over the last year : 10.61 vs. JPPEX (-0.31). VEXAX return over 5 years is better than : 29.50 vs. JPPEX (18.43).
| JPPEX | VEXAX | JPPEX / VEXAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.72 | 0.05 | 1,440% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 1.462 | 12.852 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 83.4B | 7% |
| Annual Yield % from dividends | 0.61 | 1.09 | 56% |
| Returns for 1 year | -0.31 | 10.61 | -3% |
| Returns for 3 years | 30.12 | 62.72 | 48% |
| Returns for 5 years | 18.43 | 29.50 | 62% |
| Returns for 10 years | 57.49 | 161.54 | 36% |
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