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PESPX vs VIEIX
PESPX vs VIEIX Comparison
Open Charts PESPX vs VIEIX
BNY Mellon MidCap Index I
Price$28.57
Change+$0.21 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$146.99
Change+$1.41 (+0.97%)
VolumeN/A
CapitalizationN/A
PESPX vs VIEIX Comparison Chart
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PESPX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. PESPX (1.37B). VIEIX pays higher dividends than PESPX: VIEIX (1.21) vs PESPX (0.98). PESPX was incepted earlier than VIEIX: PESPX (34 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 : 17.31 vs. PESPX (1.52). VIEIX return over 5 years is better than : 54.67 vs. PESPX (-18.79).
| PESPX | VIEIX | PESPX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 1.662 | 17.371 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 120B | 1% |
| Annual Yield % from dividends | 0.98 | 1.21 | 81% |
| Returns for 1 year | 1.52 | 17.31 | 9% |
| Returns for 3 years | -18.29 | 5.89 | -311% |
| Returns for 5 years | -18.79 | 54.67 | -34% |
| Returns for 10 years | -27.55 | 125.44 | -22% |