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PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$29.65
Change+$0.79 (+2.74%)
VolumeN/A
Net Assets1.43B
Vanguard Mid Cap Index InstitutionalPlus
Price$392.35
Change+$7.21 (+1.87%)
VolumeN/A
Net Assets196.76B
PESPX vs VMCPX Comparison Chart in %
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PESPX vs. VMCPX commentary
Aug 26, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. PESPX (1.43B). VMCPX pays higher dividends than PESPX: VMCPX (1.51) vs PESPX (1.04). 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 : 14.97 vs. PESPX (-3.03). VMCPX return over 5 years is better than : 66.40 vs. PESPX (0.60).
| 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 | 4.956 | 10.247 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 197B | 1% |
| Annual Yield % from dividends | 1.04 | 1.51 | 69% |
| Returns for 1 year | -3.03 | 14.97 | -20% |
| Returns for 3 years | -5.87 | 34.79 | -17% |
| Returns for 5 years | 0.60 | 66.40 | 1% |
| Returns for 10 years | -12.68 | 155.89 | -8% |