Ad is loading...
PESPX vs VIMAX
PESPX vs VIMAX Comparison
Open Charts PESPX vs VIMAX
BNY Mellon MidCap Index I
Price$24.90
Change+$0.20 (+0.81%)
VolumeN/A
Net Assets1.25B
Vanguard Mid Cap Index Admiral
Price$304.23
Change+$2.42 (+0.80%)
VolumeN/A
Net Assets175.23B
PESPX vs VIMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PESPX vs. VIMAX commentary
Apr 18, 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 Buy and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. PESPX (1.26B). VIMAX pays higher dividends than PESPX: VIMAX (1.59) vs PESPX (1.12). PESPX was incepted earlier than VIMAX: PESPX (34 years) vs VIMAX (23 years). PESPX (0.51) is less costly to investors than VIMAX (0.05). PESPX is a more actively managed with annual turnover of: 17.87 vs. VIMAX (13.00). PESPX has a lower initial minimum investment than VIMAX: PESPX (2500) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 3.84 vs. PESPX (-12.99). VIMAX return over 5 years is better than : 67.49 vs. PESPX (4.07).
| PESPX | VIMAX | PESPX / VIMAX | |
| Total Expense Ratio | 0.51 | 0.05 | 1,020% |
| Annual Report Gross Expense Ratio | 0.51 | 0.05 | 1,020% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -11.611 | -7.609 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 175B | 1% |
| Annual Yield % from dividends | 1.12 | 1.59 | 70% |
| Returns for 1 year | -12.99 | 3.84 | -338% |
| Returns for 3 years | -23.65 | 5.77 | -410% |
| Returns for 5 years | 4.07 | 67.49 | 6% |
| Returns for 10 years | -34.21 | 91.27 | -37% |
View a ticker or compare two or three
VS
VS
Ad is loading...