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PESPX vs VMCIX
PESPX vs VMCIX Comparison
Open Charts PESPX vs VMCIX
BNY Mellon MidCap Index I
Price$24.90
Change+$0.20 (+0.81%)
VolumeN/A
Net Assets1.25B
Vanguard Mid Cap Index Institutional
Price$67.21
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
PESPX vs VMCIX Comparison Chart
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PESPX vs. VMCIX commentary
Apr 18, 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. PESPX (1.26B). VMCIX pays higher dividends than PESPX: VMCIX (1.60) vs PESPX (1.12). PESPX was incepted earlier than VMCIX: PESPX (34 years) vs VMCIX (27 years). PESPX (0.51) is less costly to investors than VMCIX (0.04). PESPX is a more actively managed with annual turnover of: 17.87 vs. VMCIX (13.00). PESPX has a lower initial minimum investment than VMCIX: PESPX (2500) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 3.83 vs. PESPX (-12.99). VMCIX return over 5 years is better than : 67.49 vs. PESPX (4.07).
| PESPX | VMCIX | PESPX / VMCIX | |
| Total Expense Ratio | 0.51 | 0.04 | 1,275% |
| Annual Report Gross Expense Ratio | 0.51 | 0.04 | 1,275% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | -11.611 | -7.614 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 175B | 1% |
| Annual Yield % from dividends | 1.12 | 1.60 | 70% |
| Returns for 1 year | -12.99 | 3.83 | -339% |
| Returns for 3 years | -23.65 | 5.78 | -409% |
| Returns for 5 years | 4.07 | 67.49 | 6% |
| Returns for 10 years | -34.21 | 91.31 | -37% |
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