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PECAX vs VIMSX
PECAX vs VIMSX Comparison
Open Charts PECAX vs VIMSX
JPMorgan SMID Cap Equity A
Price$15.16
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets308.49M
Vanguard Mid Cap Index Investor
Price$80.41
Change+$0.23 (+0.29%)
VolumeN/A
Net Assets199.59B
PECAX vs VIMSX Comparison Chart in %
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PECAX vs. VIMSX commentary
Dec 26, 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: 200B vs. PECAX (308M). VIMSX pays higher dividends than PECAX: VIMSX (1.37) vs PECAX (0.18). 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 : 9.54 vs. PECAX (-9.28). VIMSX return over 5 years is better than : 43.50 vs. PECAX (-18.63).
| 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 | -8.065 | 11.667 | -69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 200B | 0% |
| Annual Yield % from dividends | 0.18 | 1.37 | 13% |
| Returns for 1 year | -9.28 | 9.54 | -97% |
| Returns for 3 years | 14.42 | 45.18 | 32% |
| Returns for 5 years | -18.63 | 43.50 | -43% |
| Returns for 10 years | -18.03 | 147.72 | -12% |
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