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PESPX vs VEXMX
PESPX vs VEXMX Comparison
Open Charts PESPX vs VEXMX
BNY Mellon MidCap Index I
Price$34.16
Change+$0.57 (+1.70%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$154.40
Change+$2.59 (+1.71%)
VolumeN/A
CapitalizationN/A
PESPX vs VEXMX Comparison Chart
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PESPX vs. VEXMX commentary
Nov 23, 2024
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 Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. PESPX (1.64B). VEXMX pays higher dividends than PESPX: VEXMX (1.09) vs PESPX (0.98). PESPX was incepted earlier than VEXMX: PESPX (33 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 : 39.06 vs. PESPX (19.35). VEXMX return over 5 years is better than : 69.42 vs. PESPX (-1.02).
| PESPX | VEXMX | PESPX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 37 years | - |
| Gain YTD | 19.240 | 23.974 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 107B | 2% |
| Annual Yield % from dividends | 0.98 | 1.09 | 90% |
| Returns for 1 year | 19.35 | 39.06 | 50% |
| Returns for 3 years | -18.49 | 7.59 | -244% |
| Returns for 5 years | -1.02 | 69.42 | -1% |
| Returns for 10 years | -14.14 | 140.04 | -10% |