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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$30.03
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets1.42B
Vanguard Mid Cap Index Investor
Price$80.68
Change+$0.06 (+0.07%)
VolumeN/A
Net Assets201.28B
PESPX vs VIMSX Comparison Chart in %
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PESPX vs. VIMSX commentary
Oct 07, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. PESPX (1.42B). VIMSX pays higher dividends than PESPX: VIMSX (1.36) vs PESPX (1.01). PESPX was incepted earlier than VIMSX: PESPX (34 years) vs VIMSX (27 years). PESPX (0.51) is less costly to investors than VIMSX (0.17). PESPX is a more actively managed with annual turnover of: 17.87 vs. VIMSX (16.00). PESPX has a lower initial minimum investment than VIMSX: PESPX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 12.09 vs. PESPX (-4.81). VIMSX return over 5 years is better than : 63.26 vs. PESPX (-1.52).
| PESPX | VIMSX | PESPX / VIMSX | |
| Total Expense Ratio | 0.51 | 0.17 | 300% |
| Annual Report Gross Expense Ratio | 0.51 | 0.17 | 300% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 6.159 | 11.958 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 201B | 1% |
| Annual Yield % from dividends | 1.01 | 1.36 | 74% |
| Returns for 1 year | -4.81 | 12.09 | -40% |
| Returns for 3 years | 5.72 | 54.57 | 10% |
| Returns for 5 years | -1.52 | 63.26 | -2% |
| Returns for 10 years | -17.41 | 145.49 | -12% |
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