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PESPX vs VIMAX
PESPX vs VIMAX Comparison
Open Charts PESPX vs VIMAX
BNY Mellon MidCap Index I
Price$27.68
Change+$0.94 (+3.52%)
VolumeN/A
Net Assets1.35B
Vanguard Mid Cap Index Admiral
Price$333.33
Change+$8.09 (+2.49%)
VolumeN/A
Net Assets175.12B
PESPX vs VIMAX Comparison Chart
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PESPX vs. VIMAX commentary
May 13, 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 (1.35B). VIMAX pays higher dividends than PESPX: VIMAX (1.60) vs PESPX (1.14). PESPX was incepted earlier than VIMAX: PESPX (34 years) vs VIMAX (24 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 (16.00). 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 : 7.12 vs. PESPX (-11.20). VIMAX return over 5 years is better than : 83.16 vs. PESPX (12.13).
| 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 | 24 years | - |
| Gain YTD | -5.345 | -0.436 | 1,226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 175B | 1% |
| Annual Yield % from dividends | 1.14 | 1.60 | 71% |
| Returns for 1 year | -11.20 | 7.12 | -157% |
| Returns for 3 years | -11.65 | 24.72 | -47% |
| Returns for 5 years | 12.13 | 83.16 | 15% |
| Returns for 10 years | -30.31 | 105.50 | -29% |
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