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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$24.90
Change+$0.20 (+0.81%)
VolumeN/A
Net Assets1.25B
Vanguard Mid Cap Index Investor
Price$67.08
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
PESPX vs VIMSX Comparison Chart
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PESPX vs. VIMSX 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. PESPX (1.26B). VIMSX pays higher dividends than PESPX: VIMSX (1.46) vs PESPX (1.12). 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 (13.00). 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 : 4.69 vs. PESPX (-12.99). VIMSX return over 5 years is better than : 69.26 vs. PESPX (4.07).
| 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 | -11.611 | -6.578 | 177% |
| 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 | 1.46 | 76% |
| Returns for 1 year | -12.99 | 4.69 | -277% |
| Returns for 3 years | -23.65 | 6.45 | -367% |
| Returns for 5 years | 4.07 | 69.26 | 6% |
| Returns for 10 years | -34.21 | 94.51 | -36% |