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PESPX vs VMCIX
PESPX vs VMCIX Comparison
Open Charts PESPX vs VMCIX
BNY Mellon MidCap Index I
Price$28.57
Change+$0.21 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$73.61
Change+$0.64 (+0.88%)
VolumeN/A
CapitalizationN/A
PESPX vs VMCIX Comparison Chart
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PESPX vs. VMCIX commentary
Dec 25, 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 Hold and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. PESPX (1.37B). VMCIX pays higher dividends than PESPX: VMCIX (1.50) vs PESPX (0.98). PESPX was incepted earlier than VMCIX: PESPX (34 years) vs VMCIX (27 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 : 15.92 vs. PESPX (1.52). VMCIX return over 5 years is better than : 52.18 vs. PESPX (-18.79).
| PESPX | VMCIX | PESPX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 1.662 | 15.370 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 190B | 1% |
| Annual Yield % from dividends | 0.98 | 1.50 | 66% |
| Returns for 1 year | 1.52 | 15.92 | 10% |
| Returns for 3 years | -18.29 | 6.98 | -262% |
| Returns for 5 years | -18.79 | 52.18 | -36% |
| Returns for 10 years | -27.55 | 118.53 | -23% |