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PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$30.08
Change+$0.17 (+0.57%)
VolumeN/A
Net Assets1.41B
Vanguard Mid Cap Index InstitutionalPlus
Price$397.83
Change+$1.66 (+0.42%)
VolumeN/A
Net Assets201.28B
PESPX vs VMCPX Comparison Chart in %
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PESPX vs. VMCPX commentary
Oct 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. PESPX (1.41B). 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 : 10.94 vs. PESPX (-4.83). VMCPX return over 5 years is better than : 59.39 vs. PESPX (-3.44).
| 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 | 6.478 | 11.820 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 201B | 1% |
| Annual Yield % from dividends | 1.01 | 1.50 | 68% |
| Returns for 1 year | -4.83 | 10.94 | -44% |
| Returns for 3 years | 0.74 | 48.31 | 2% |
| Returns for 5 years | -3.44 | 59.39 | -6% |
| Returns for 10 years | -16.14 | 146.10 | -11% |
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