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JPPEX vs VIEIX
JPPEX vs VIEIX Comparison
Open Charts JPPEX vs VIEIX
JPMorgan Mid Cap Equity R6
Price$67.61
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets5.73B
Vanguard Extended Market Index Instl
Price$158.32
Change+$0.73 (+0.46%)
VolumeN/A
Net Assets81.53B
JPPEX vs VIEIX Comparison Chart in %
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JPPEX vs. VIEIX commentary
Sep 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 JPPEX is a Buy and VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 81.5B vs. JPPEX (5.73B). VIEIX pays higher dividends than JPPEX: VIEIX (1.08) vs JPPEX (0.62). JPPEX was incepted earlier than VIEIX: JPPEX (12 years) vs VIEIX (28 years). JPPEX (0.70) is less costly to investors than VIEIX (0.05). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VIEIX (11.00). VIEIX has a lower initial minimum investment than JPPEX: VIEIX (5000000) vs JPPEX (15000000). VIEIX annual gain was more profitable for investors over the last year : 23.01 vs. JPPEX (9.51). VIEIX return over 5 years is better than : 65.77 vs. JPPEX (34.53).
| JPPEX | VIEIX | JPPEX / VIEIX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 6.305 | 10.055 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 81.5B | 7% |
| Annual Yield % from dividends | 0.62 | 1.08 | 57% |
| Returns for 1 year | 9.51 | 23.01 | 41% |
| Returns for 3 years | 26.64 | 44.39 | 60% |
| Returns for 5 years | 34.53 | 65.77 | 53% |
| Returns for 10 years | 56.66 | 151.08 | 38% |
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