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JPPEX vs VSEMX
JPPEX vs VSEMX Comparison
Open Charts JPPEX vs VSEMX
JPMorgan Mid Cap Equity R6
Price$66.52
Change+$0.43 (+0.65%)
VolumeN/A
Net Assets5.64B
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$2.23 (+0.93%)
VolumeN/A
Net Assets107.69B
JPPEX vs VSEMX Comparison Chart in %
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JPPEX vs. VSEMX 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. JPPEX (5.64B). VSEMX pays higher dividends than JPPEX: VSEMX (1.17) vs JPPEX (0.64). 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 : 17.51 vs. JPPEX (10.30). VSEMX return over 5 years is better than : 68.58 vs. JPPEX (40.79).
| 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 | 4.591 | 4.149 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 108B | 5% |
| Annual Yield % from dividends | 0.64 | 1.17 | 54% |
| Returns for 1 year | 10.30 | 17.51 | 59% |
| Returns for 3 years | 34.99 | 49.81 | 70% |
| Returns for 5 years | 40.79 | 68.58 | 59% |
| Returns for 10 years | 46.41 | N/A | - |