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JPPEX vs VIEIX
JPPEX vs VIEIX Comparison
Open Charts JPPEX vs VIEIX
JPMorgan Mid Cap Equity R6
Price$67.89
Change+$0.40 (+0.59%)
VolumeN/A
Net Assets5.76B
Vanguard Extended Market Index Instl
Price$160.88
Change+$2.20 (+1.39%)
VolumeN/A
Net Assets83.92B
JPPEX vs VIEIX Comparison Chart in %
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JPPEX vs. VIEIX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.9B vs. JPPEX (5.76B). 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 (0.70) 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 : 2.37 vs. JPPEX (-3.90). VIEIX return over 5 years is better than : 35.89 vs. JPPEX (15.76).
| 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 | 6.368 | 10.384 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 83.9B | 7% |
| Annual Yield % from dividends | 0.61 | 1.09 | 56% |
| Returns for 1 year | -3.90 | 2.37 | -164% |
| Returns for 3 years | 25.19 | 47.27 | 53% |
| Returns for 5 years | 15.76 | 35.89 | 44% |
| Returns for 10 years | 54.71 | 149.90 | 36% |
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