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PECAX vs VMCPX
PECAX vs VMCPX Comparison
Open Charts PECAX vs VMCPX
JPMorgan SMID Cap Equity A
Price$15.16
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets308.49M
Vanguard Mid Cap Index InstitutionalPlus
Price$397.33
Change+$1.16 (+0.29%)
VolumeN/A
Net Assets199.59B
PECAX vs VMCPX Comparison Chart in %
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PECAX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 200B vs. PECAX (308M). VMCPX pays higher dividends than PECAX: VMCPX (1.50) vs PECAX (0.18). 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 : 9.55 vs. PECAX (-9.28). VMCPX return over 5 years is better than : 43.61 vs. PECAX (-18.63).
| 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 | -8.065 | 11.679 | -69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 200B | 0% |
| Annual Yield % from dividends | 0.18 | 1.50 | 12% |
| Returns for 1 year | -9.28 | 9.55 | -97% |
| Returns for 3 years | 14.42 | 45.26 | 32% |
| Returns for 5 years | -18.63 | 43.61 | -43% |
| Returns for 10 years | -18.03 | 148.12 | -12% |
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