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PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$27.68
Change+$0.94 (+3.52%)
VolumeN/A
Net Assets1.35B
Vanguard Mid Cap Index InstitutionalPlus
Price$363.16
Change+$8.82 (+2.49%)
VolumeN/A
Net Assets175.12B
PESPX vs VMCPX Comparison Chart
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PESPX vs. VMCPX commentary
May 13, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. PESPX (1.35B). VMCPX pays higher dividends than PESPX: VMCPX (1.62) vs PESPX (1.14). PESPX was incepted earlier than VMCPX: PESPX (34 years) vs VMCPX (14 years). PESPX (0.51) is less costly to investors than VMCPX (0.03). PESPX is a more actively managed with annual turnover of: 17.87 vs. VMCPX (16.00). PESPX has a lower initial minimum investment than VMCPX: PESPX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.12 vs. PESPX (-11.20). VMCPX return over 5 years is better than : 83.18 vs. PESPX (12.13).
| PESPX | VMCPX | PESPX / VMCPX | |
| Total Expense Ratio | 0.51 | 0.03 | 1,700% |
| Annual Report Gross Expense Ratio | 0.51 | 0.03 | 1,700% |
| Fund Existence | 34 years | 14 years | - |
| Gain YTD | -5.345 | -0.434 | 1,232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 175B | 1% |
| Annual Yield % from dividends | 1.14 | 1.62 | 70% |
| Returns for 1 year | -11.20 | 7.12 | -157% |
| Returns for 3 years | -11.65 | 24.73 | -47% |
| Returns for 5 years | 12.13 | 83.18 | 15% |
| Returns for 10 years | -30.31 | 105.56 | -29% |