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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$31.68
Change-$0.22 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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PESPX vs VIMSX Comparison Chart
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PESPX vs. VIMSX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. PESPX (1.6B). VIMSX pays higher dividends than PESPX: VIMSX (1.38) vs PESPX (0.98). PESPX was incepted earlier than VIMSX: PESPX (33 years) vs VIMSX (26 years). PESPX is a more actively managed with annual turnover of: 17.50 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 : 25.11 vs. PESPX (15.05). VIMSX return over 5 years is better than : 56.75 vs. PESPX (-4.44).
| PESPX | VIMSX | PESPX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 12.460 | 12.557 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 172B | 1% |
| Annual Yield % from dividends | 0.98 | 1.38 | 71% |
| Returns for 1 year | 15.05 | 25.11 | 60% |
| Returns for 3 years | -15.93 | 9.82 | -162% |
| Returns for 5 years | -4.44 | 56.75 | -8% |
| Returns for 10 years | -15.00 | 128.21 | -12% |