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PESPX vs VEXMX
PESPX vs VEXMX Comparison
Open Charts PESPX vs VEXMX
BNY Mellon MidCap Index I
Price$28.09
Change-$0.69 (-2.40%)
VolumeN/A
Net Assets1.47B
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
PESPX vs VEXMX Comparison Chart
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PESPX vs. VEXMX commentary
Feb 23, 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 PESPX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. PESPX (1.47B). VEXMX pays higher dividends than PESPX: VEXMX (1.09) vs PESPX (0.98). PESPX was incepted earlier than VEXMX: PESPX (34 years) vs VEXMX (37 years). PESPX is a more actively managed with annual turnover of: 17.50 vs. VEXMX (11.00). PESPX has a lower initial minimum investment than VEXMX: PESPX (2500) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 14.28 vs. PESPX (-1.91). VEXMX return over 5 years is better than : 47.20 vs. PESPX (-12.21).
| PESPX | VEXMX | PESPX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 37 years | - |
| Gain YTD | -0.566 | 0.319 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 117B | 1% |
| Annual Yield % from dividends | 0.98 | 1.09 | 90% |
| Returns for 1 year | -1.91 | 14.28 | -13% |
| Returns for 3 years | -12.88 | 21.08 | -61% |
| Returns for 5 years | -12.21 | 47.20 | -26% |
| Returns for 10 years | -26.01 | 115.28 | -23% |