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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$15.71
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets306.33M
Vanguard Mid Cap Index Investor
Price$79.76
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets198.55B
PECAX vs VIMSX Comparison Chart in %
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PECAX vs. VIMSX commentary
Nov 14, 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 PECAX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. PECAX (306M). VIMSX pays higher dividends than PECAX: VIMSX (1.38) vs PECAX (0.19). PECAX was incepted earlier than VIMSX: PECAX (34 years) vs VIMSX (28 years). PECAX (1.22) is less costly to investors than VIMSX (0.17). PECAX is a more actively managed with annual turnover of: 61.00 vs. VIMSX (16.00). PECAX has a lower initial minimum investment than VIMSX: PECAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 5.67 vs. PECAX (-10.78). VIMSX return over 5 years is better than : 52.23 vs. PECAX (-13.07).
| PECAX | VIMSX | PECAX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | -4.730 | 10.764 | -44% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 199B | 0% |
| Annual Yield % from dividends | 0.19 | 1.38 | 13% |
| Returns for 1 year | -10.78 | 5.67 | -190% |
| Returns for 3 years | 1.05 | 37.82 | 3% |
| Returns for 5 years | -13.07 | 52.23 | -25% |
| Returns for 10 years | -21.26 | 148.83 | -14% |
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