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PESPX vs VMCIX
PESPX vs VMCIX Comparison
Open Charts PESPX vs VMCIX
BNY Mellon MidCap Index I
Price$28.09
Change-$0.69 (-2.40%)
VolumeN/A
Net Assets1.47B
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
PESPX vs VMCIX Comparison Chart
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PESPX vs. VMCIX commentary
Feb 23, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. PESPX (1.47B). 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 : 14.06 vs. PESPX (-1.91). VMCIX return over 5 years is better than : 48.48 vs. PESPX (-12.21).
| 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 | -0.566 | 2.479 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 185B | 1% |
| Annual Yield % from dividends | 0.98 | 1.50 | 66% |
| Returns for 1 year | -1.91 | 14.06 | -14% |
| Returns for 3 years | -12.88 | 19.70 | -65% |
| Returns for 5 years | -12.21 | 48.48 | -25% |
| Returns for 10 years | -26.01 | 114.31 | -23% |
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