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JPPEX vs VIMAX
JPPEX vs VIMAX Comparison
Open Charts JPPEX vs VIMAX
JPMorgan Mid Cap Equity R6
Price$66.52
Change+$0.43 (+0.65%)
VolumeN/A
Net Assets5.64B
Vanguard Mid Cap Index Admiral
Price$351.59
Change+$2.07 (+0.59%)
VolumeN/A
Net Assets185.28B
JPPEX vs VIMAX Comparison Chart in %
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JPPEX vs. VIMAX commentary
Jul 07, 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 StrongBuy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. JPPEX (5.64B). VIMAX pays higher dividends than JPPEX: VIMAX (1.52) vs JPPEX (0.64). JPPEX was incepted earlier than VIMAX: JPPEX (11 years) vs VIMAX (24 years). JPPEX (0.70) is less costly to investors than VIMAX (0.05). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VIMAX (16.00). VIMAX has a lower initial minimum investment than JPPEX: VIMAX (3000) vs JPPEX (15000000). VIMAX annual gain was more profitable for investors over the last year : 17.65 vs. JPPEX (10.30). VIMAX return over 5 years is better than : 73.78 vs. JPPEX (40.79).
| JPPEX | VIMAX | JPPEX / VIMAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 4.591 | 7.630 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 185B | 3% |
| Annual Yield % from dividends | 0.64 | 1.52 | 42% |
| Returns for 1 year | 10.30 | 17.65 | 58% |
| Returns for 3 years | 34.99 | 43.13 | 81% |
| Returns for 5 years | 40.79 | 73.78 | 55% |
| Returns for 10 years | 46.41 | 127.55 | 36% |