Interact to see
Advertisement
Advertisement
JPPEX vs VSEMX
JPPEX vs VSEMX Comparison
Open Charts JPPEX vs VSEMX
JPMorgan Mid Cap Equity R6
Price$63.16
Change-$0.84 (-1.31%)
VolumeN/A
Net Assets5.33B
Vanguard Extended Market Index Instl Sel
Price$225.99
Change-$3.91 (-1.70%)
VolumeN/A
Net Assets107.69B
JPPEX vs VSEMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPPEX vs. VSEMX commentary
Jun 16, 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. JPPEX (5.34B). VSEMX pays higher dividends than JPPEX: VSEMX (1.24) vs JPPEX (0.66). JPPEX was incepted earlier than VSEMX: JPPEX (11 years) vs VSEMX (9 years). JPPEX (0.70) is less costly to investors than VSEMX (0.02). JPPEX is a more actively managed with annual turnover of: 38.00 vs. VSEMX (11.00). JPPEX has a lower initial minimum investment than VSEMX: JPPEX (15000000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 10.38 vs. JPPEX (4.29). VSEMX return over 5 years is better than : 63.97 vs. JPPEX (37.49).
| JPPEX | VSEMX | JPPEX / VSEMX | |
| Total Expense Ratio | 0.60 | 0.02 | 3,000% |
| Annual Report Gross Expense Ratio | 0.70 | 0.02 | 3,500% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -0.692 | -2.325 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 108B | 5% |
| Annual Yield % from dividends | 0.66 | 1.24 | 53% |
| Returns for 1 year | 4.29 | 10.38 | 41% |
| Returns for 3 years | 30.12 | 43.02 | 70% |
| Returns for 5 years | 37.49 | 63.97 | 59% |
| Returns for 10 years | 37.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers