Interact to see
Advertisement
Advertisement
PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$27.49
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets1.37B
Vanguard Mid Cap Index InstitutionalPlus
Price$367.23
Change+$0.82 (+0.22%)
VolumeN/A
Net Assets185.28B
PESPX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PESPX vs. VMCPX commentary
Jun 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. PESPX (1.37B). VMCPX pays higher dividends than PESPX: VMCPX (1.54) vs PESPX (1.09). PESPX was incepted earlier than VMCPX: PESPX (34 years) vs VMCPX (15 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 : 11.53 vs. PESPX (-7.14). VMCPX return over 5 years is better than : 66.45 vs. PESPX (-0.35).
| 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 | 15 years | - |
| Gain YTD | -3.009 | 2.958 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 185B | 1% |
| Annual Yield % from dividends | 1.09 | 1.54 | 71% |
| Returns for 1 year | -7.14 | 11.53 | -62% |
| Returns for 3 years | -1.06 | 42.77 | -2% |
| Returns for 5 years | -0.35 | 66.45 | -1% |
| Returns for 10 years | -29.12 | 112.29 | -26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement