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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$34.16
Change+$0.57 (+1.70%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$76.96
Change+$0.75 (+0.98%)
VolumeN/A
CapitalizationN/A
PESPX vs VIMSX Comparison Chart
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PESPX vs. VIMSX commentary
Nov 23, 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: 175B vs. PESPX (1.64B). VIMSX pays higher dividends than PESPX: VIMSX (1.38) vs PESPX (0.98). PESPX was incepted earlier than VIMSX: PESPX (33 years) vs VIMSX (27 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 : 31.07 vs. PESPX (19.35). VIMSX return over 5 years is better than : 64.57 vs. PESPX (-1.02).
| PESPX | VIMSX | PESPX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 19.240 | 21.408 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 175B | 1% |
| Annual Yield % from dividends | 0.98 | 1.38 | 71% |
| Returns for 1 year | 19.35 | 31.07 | 62% |
| Returns for 3 years | -18.49 | 11.19 | -165% |
| Returns for 5 years | -1.02 | 64.57 | -2% |
| Returns for 10 years | -14.14 | 132.92 | -11% |
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