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PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$28.25
Change-$0.42 (-1.46%)
VolumeN/A
Net Assets1.38B
Vanguard Mid Cap Index InstitutionalPlus
Price$380.44
Change-$5.01 (-1.30%)
VolumeN/A
Net Assets192.45B
PESPX vs VMCPX Comparison Chart in %
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PESPX vs. VMCPX commentary
Aug 03, 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: 192B vs. PESPX (1.38B). 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 : 13.71 vs. PESPX (-7.61). VMCPX return over 5 years is better than : 63.34 vs. PESPX (-1.69).
| 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 | 0.000 | 6.900 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 192B | 1% |
| Annual Yield % from dividends | 1.04 | 1.51 | 69% |
| Returns for 1 year | -7.61 | 13.71 | -56% |
| Returns for 3 years | -9.03 | 32.25 | -28% |
| Returns for 5 years | -1.69 | 63.34 | -3% |
| Returns for 10 years | -24.84 | 124.58 | -20% |
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