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PESPX vs VIMAX
PESPX vs VIMAX Comparison
Open Charts PESPX vs VIMAX
BNY Mellon MidCap Index I
Price$31.68
Change-$0.22 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$323.81
Change-$0.59 (-0.18%)
VolumeN/A
CapitalizationN/A
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PESPX vs VIMAX Comparison Chart
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PESPX vs. VIMAX commentary
Sep 21, 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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 172B vs. PESPX (1.6B). VIMAX pays higher dividends than PESPX: VIMAX (1.49) vs PESPX (0.98). PESPX was incepted earlier than VIMAX: PESPX (33 years) vs VIMAX (23 years). PESPX is a more actively managed with annual turnover of: 17.50 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 : 25.16 vs. PESPX (15.05). VIMAX return over 5 years is better than : 56.90 vs. PESPX (-4.44).
| PESPX | VIMAX | PESPX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 12.460 | 12.587 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 172B | 1% |
| Annual Yield % from dividends | 0.98 | 1.49 | 66% |
| Returns for 1 year | 15.05 | 25.16 | 60% |
| Returns for 3 years | -15.93 | 9.84 | -162% |
| Returns for 5 years | -4.44 | 56.90 | -8% |
| Returns for 10 years | -15.00 | 128.63 | -12% |