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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$28.25
Change-$0.42 (-1.46%)
VolumeN/A
Net Assets1.38B
Vanguard Mid Cap Index Investor
Price$76.99
Change-$1.01 (-1.29%)
VolumeN/A
Net Assets192.45B
PESPX vs VIMSX Comparison Chart in %
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PESPX vs. VIMSX commentary
Aug 03, 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: 192B vs. PESPX (1.38B). VIMSX pays higher dividends than PESPX: VIMSX (1.37) vs PESPX (1.04). 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 : 13.69 vs. PESPX (-7.61). VIMSX return over 5 years is better than : 63.22 vs. PESPX (-1.69).
| 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 | 0.000 | 6.889 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 192B | 1% |
| Annual Yield % from dividends | 1.04 | 1.37 | 76% |
| Returns for 1 year | -7.61 | 13.69 | -56% |
| Returns for 3 years | -9.03 | 32.19 | -28% |
| Returns for 5 years | -1.69 | 63.22 | -3% |
| Returns for 10 years | -24.84 | 124.40 | -20% |
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