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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$15.46
Change-$0.48 (-3.01%)
VolumeN/A
Net Assets312.14M
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
PECAX vs VIMSX Comparison Chart in %
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PECAX vs. VIMSX commentary
Feb 05, 2026
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 (312M). VIMSX pays higher dividends than PECAX: VIMSX (1.37) vs PECAX (0.16). PECAX was incepted earlier than VIMSX: PECAX (34 years) vs VIMSX (28 years). PECAX (1.21) is less costly to investors than VIMSX (0.17). PECAX is a more actively managed with annual turnover of: 40.00 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 : 8.23 vs. PECAX (-8.20). VIMSX return over 5 years is better than : 38.77 vs. PECAX (-19.66).
| PECAX | VIMSX | PECAX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 3.828 | 2.272 | 168% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 199B | 0% |
| Annual Yield % from dividends | 0.16 | 1.37 | 12% |
| Returns for 1 year | -8.20 | 8.23 | -100% |
| Returns for 3 years | 2.90 | 33.97 | 9% |
| Returns for 5 years | -19.66 | 38.77 | -51% |
| Returns for 10 years | -6.68 | 180.15 | -4% |
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