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PECAX vs VMCPX
PECAX vs VMCPX Comparison
Open Charts PECAX vs VMCPX
JPMorgan SMID Cap Equity A
Price$15.46
Change-$0.48 (-3.01%)
VolumeN/A
Net Assets312.14M
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
PECAX vs VMCPX Comparison Chart in %
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PECAX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. PECAX (312M). VMCPX pays higher dividends than PECAX: VMCPX (1.50) vs PECAX (0.16). PECAX was incepted earlier than VMCPX: PECAX (34 years) vs VMCPX (15 years). PECAX (1.21) is less costly to investors than VMCPX (0.03). PECAX is a more actively managed with annual turnover of: 40.00 vs. VMCPX (16.00). PECAX has a lower initial minimum investment than VMCPX: PECAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 8.25 vs. PECAX (-8.20). VMCPX return over 5 years is better than : 38.89 vs. PECAX (-19.66).
| PECAX | VMCPX | PECAX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.21 | 0.03 | 4,033% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 3.828 | 2.283 | 168% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 199B | 0% |
| Annual Yield % from dividends | 0.16 | 1.50 | 11% |
| Returns for 1 year | -8.20 | 8.25 | -99% |
| Returns for 3 years | 2.90 | 34.05 | 9% |
| Returns for 5 years | -19.66 | 38.89 | -51% |
| Returns for 10 years | -6.68 | 180.63 | -4% |
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