Interact to see
Advertisement
Advertisement
PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$30.03
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets1.42B
Vanguard Mid Cap Index InstitutionalPlus
Price$398.63
Change+$0.29 (+0.07%)
VolumeN/A
Net Assets201.28B
PESPX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PESPX vs. VMCPX commentary
Oct 07, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. PESPX (1.42B). VMCPX pays higher dividends than PESPX: VMCPX (1.50) vs PESPX (1.01). 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 : 12.10 vs. PESPX (-4.81). VMCPX return over 5 years is better than : 63.37 vs. PESPX (-1.52).
| 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 | 6.159 | 11.963 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 201B | 1% |
| Annual Yield % from dividends | 1.01 | 1.50 | 68% |
| Returns for 1 year | -4.81 | 12.10 | -40% |
| Returns for 3 years | 5.72 | 54.64 | 10% |
| Returns for 5 years | -1.52 | 63.37 | -2% |
| Returns for 10 years | -17.41 | 145.88 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement