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JPPEX vs VIEIX
JPPEX vs VIEIX Comparison
Open Charts JPPEX vs VIEIX
JPMorgan Mid Cap Equity R6
Price$64.53
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets5.79B
Vanguard Extended Market Index Instl
Price$162.24
Change+$0.34 (+0.21%)
VolumeN/A
Net Assets83.38B
JPPEX vs VIEIX Comparison Chart in %
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JPPEX vs. VIEIX 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.4B vs. JPPEX (5.8B). VIEIX pays higher dividends than JPPEX: VIEIX (1.09) vs JPPEX (0.61). JPPEX was incepted earlier than VIEIX: JPPEX (12 years) vs VIEIX (28 years). JPPEX (0.72) is less costly to investors than VIEIX (0.05). JPPEX is a more actively managed with annual turnover of: 61.00 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 : 10.61 vs. JPPEX (-0.31). VIEIX return over 5 years is better than : 29.51 vs. JPPEX (18.43).
| JPPEX | VIEIX | JPPEX / VIEIX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.72 | 0.05 | 1,440% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 1.462 | 12.854 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| 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 | 62.73 | 48% |
| Returns for 5 years | 18.43 | 29.51 | 62% |
| Returns for 10 years | 57.49 | 161.61 | 36% |
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