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PESPX vs VEXMX
PESPX vs VEXMX Comparison
Open Charts PESPX vs VEXMX
BNY Mellon MidCap Index I
Price$28.57
Change+$0.21 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$147.13
Change+$1.41 (+0.97%)
VolumeN/A
CapitalizationN/A
PESPX vs VEXMX Comparison Chart
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PESPX vs. VEXMX commentary
Dec 25, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. PESPX (1.37B). 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 : 17.25 vs. PESPX (1.52). VEXMX return over 5 years is better than : 54.41 vs. PESPX (-18.79).
| 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 | 1.662 | 17.317 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 120B | 1% |
| Annual Yield % from dividends | 0.98 | 1.09 | 90% |
| Returns for 1 year | 1.52 | 17.25 | 9% |
| Returns for 3 years | -18.29 | 5.79 | -316% |
| Returns for 5 years | -18.79 | 54.41 | -35% |
| Returns for 10 years | -27.55 | 124.60 | -22% |