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PESPX vs VIMAX
PESPX vs VIMAX Comparison
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PESPX vs VIMAX Comparison Chart in %
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PESPX vs. VIMAX commentary
Jul 21, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 224B vs. PESPX (1.31B). VIMAX pays higher dividends than PESPX: VIMAX (1.31) vs PESPX (0.91). PESPX was incepted earlier than VIMAX: PESPX (35 years) vs VIMAX (25 years). PESPX (0.51) is less costly to investors than VIMAX (0.05). VIMAX is a more actively managed with annual turnover of: 16.00 vs. PESPX (13.97). 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 : 12.89 vs. PESPX (8.28). VIMAX return over 5 years is better than : 36.46 vs. PESPX (-17.43).
| PESPX | VIMAX | PESPX / VIMAX | |
| Total Expense Ratio | 0.50 | 0.05 | 1,000% |
| Annual Report Gross Expense Ratio | 0.51 | 0.05 | 1,020% |
| Fund Existence | 35 years | 25 years | - |
| Gain YTD | 14.683 | 10.699 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 224B | 1% |
| Annual Yield % from dividends | 0.91 | 1.31 | 69% |
| Returns for 1 year | 8.28 | 12.89 | 64% |
| Returns for 3 years | 6.14 | 42.10 | 15% |
| Returns for 5 years | -17.43 | 36.46 | -48% |
| Returns for 10 years | -10.20 | 154.21 | -7% |
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