PECAX
Price
$15.71
Change
+$0.02 (+0.13%)
Updated
Nov 12 closing price
Net Assets
306.33M
VMCPX
Price
$394.16
Change
+$0.07 (+0.02%)
Updated
Nov 12 closing price
Net Assets
198.55B
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PECAX vs VMCPX

Header iconPECAX vs VMCPX Comparison
Open Charts PECAX vs VMCPXBanner chart's image
JPMorgan SMID Cap Equity A
Price$15.71
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets306.33M
Vanguard Mid Cap Index InstitutionalPlus
Price$394.16
Change+$0.07 (+0.02%)
VolumeN/A
Net Assets198.55B
PECAX vs VMCPX Comparison Chart in %
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PECAX vs. VMCPX 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 VMCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. PECAX (306M). VMCPX pays higher dividends than PECAX: VMCPX (1.51) vs PECAX (0.19). PECAX was incepted earlier than VMCPX: PECAX (34 years) vs VMCPX (15 years). PECAX (1.22) is less costly to investors than VMCPX (0.03). PECAX is a more actively managed with annual turnover of: 61.00 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 : 5.69 vs. PECAX (-10.78). VMCPX return over 5 years is better than : 52.35 vs. PECAX (-13.07).
PECAXVMCPXPECAX / VMCPX
Total Expense Ratio1.090.033,633%
Annual Report Gross Expense Ratio1.220.034,067%
Fund Existence34 years15 years-
Gain YTD-4.73010.788-44%
Front Load5%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets306M199B0%
Annual Yield % from dividends0.191.5112%
Returns for 1 year-10.785.69-190%
Returns for 3 years1.0537.893%
Returns for 5 years-13.0752.35-25%
Returns for 10 years-21.26149.27-14%
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