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PESPX vs VIEIX
PESPX vs VIEIX Comparison
Open Charts PESPX vs VIEIX
BNY Mellon MidCap Index I
Price$34.16
Change+$0.57 (+1.70%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$154.29
Change+$2.58 (+1.70%)
VolumeN/A
CapitalizationN/A
PESPX vs VIEIX Comparison Chart
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PESPX vs. VIEIX 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 107B vs. PESPX (1.64B). VIEIX pays higher dividends than PESPX: VIEIX (1.21) vs PESPX (0.98). PESPX was incepted earlier than VIEIX: PESPX (33 years) vs VIEIX (27 years). PESPX is a more actively managed with annual turnover of: 17.50 vs. VIEIX (11.00). PESPX has a lower initial minimum investment than VIEIX: PESPX (2500) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 39.11 vs. PESPX (19.35). VIEIX return over 5 years is better than : 69.66 vs. PESPX (-1.02).
| PESPX | VIEIX | PESPX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 19.240 | 24.019 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 107B | 2% |
| Annual Yield % from dividends | 0.98 | 1.21 | 81% |
| Returns for 1 year | 19.35 | 39.11 | 49% |
| Returns for 3 years | -18.49 | 7.66 | -241% |
| Returns for 5 years | -1.02 | 69.66 | -1% |
| Returns for 10 years | -14.14 | 140.95 | -10% |
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