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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$27.68
Change+$0.94 (+3.52%)
VolumeN/A
Net Assets1.35B
Vanguard Mid Cap Index Investor
Price$73.49
Change+$1.79 (+2.50%)
VolumeN/A
Net Assets175.12B
PESPX vs VIMSX Comparison Chart
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PESPX vs. VIMSX commentary
May 13, 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 (1.35B). VIMSX pays higher dividends than PESPX: VIMSX (1.48) vs PESPX (1.14). 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 : 7.10 vs. PESPX (-11.20). VIMSX return over 5 years is better than : 83.05 vs. PESPX (12.13).
| 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 | -5.345 | -0.456 | 1,173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 175B | 1% |
| Annual Yield % from dividends | 1.14 | 1.48 | 77% |
| Returns for 1 year | -11.20 | 7.10 | -158% |
| Returns for 3 years | -11.65 | 24.68 | -47% |
| Returns for 5 years | 12.13 | 83.05 | 15% |
| Returns for 10 years | -30.31 | 105.28 | -29% |
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