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PESPX vs VMCIX
PESPX vs VMCIX Comparison
Open Charts PESPX vs VMCIX
BNY Mellon MidCap Index I
Price$31.68
Change-$0.22 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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PESPX vs VMCIX Comparison Chart
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PESPX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. PESPX (1.6B). VMCIX pays higher dividends than PESPX: VMCIX (1.50) vs PESPX (0.98). PESPX was incepted earlier than VMCIX: PESPX (33 years) vs VMCIX (26 years). PESPX is a more actively managed with annual turnover of: 17.50 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 : 25.16 vs. PESPX (15.05). VMCIX return over 5 years is better than : 56.92 vs. PESPX (-4.44).
| PESPX | VMCIX | PESPX / VMCIX | |
| 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 | 12.579 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 172B | 1% |
| Annual Yield % from dividends | 0.98 | 1.50 | 66% |
| Returns for 1 year | 15.05 | 25.16 | 60% |
| Returns for 3 years | -15.93 | 9.84 | -162% |
| Returns for 5 years | -4.44 | 56.92 | -8% |
| Returns for 10 years | -15.00 | 128.67 | -12% |