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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$27.72
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets1.37B
Vanguard Mid Cap Index Investor
Price$74.82
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets185.28B
PESPX vs VIMSX Comparison Chart
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PESPX vs. VIMSX commentary
Jun 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 Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. PESPX (1.37B). VIMSX pays higher dividends than PESPX: VIMSX (1.40) vs PESPX (1.09). 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 : 12.15 vs. PESPX (-7.35). VIMSX return over 5 years is better than : 59.53 vs. PESPX (-6.71).
| 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 | -2.832 | 3.140 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 185B | 1% |
| Annual Yield % from dividends | 1.09 | 1.40 | 78% |
| Returns for 1 year | -7.35 | 12.15 | -60% |
| Returns for 3 years | -14.20 | 23.71 | -60% |
| Returns for 5 years | -6.71 | 59.53 | -11% |
| Returns for 10 years | -27.64 | 116.65 | -24% |
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