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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$29.03
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets1.44B
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
PESPX vs VIMSX Comparison Chart in %
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PESPX vs. VIMSX commentary
Jul 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 Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. PESPX (1.44B). VIMSX pays higher dividends than PESPX: VIMSX (1.40) vs PESPX (1.06). PESPX was incepted earlier than VIMSX: PESPX (34 years) vs VIMSX (27 years). PESPX (0.51) is less costly to investors than VIMSX (0.17). PESPX is a more actively managed with annual turnover of: 17.87 vs. VIMSX (16.00). PESPX has a lower initial minimum investment than VIMSX: PESPX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.63 vs. PESPX (-1.29). VIMSX return over 5 years is better than : 73.64 vs. PESPX (5.88).
| PESPX | VIMSX | PESPX / VIMSX | |
| Total Expense Ratio | 0.51 | 0.17 | 300% |
| Annual Report Gross Expense Ratio | 0.51 | 0.17 | 300% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 2.761 | 7.625 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 185B | 1% |
| Annual Yield % from dividends | 1.06 | 1.40 | 75% |
| Returns for 1 year | -1.29 | 17.63 | -7% |
| Returns for 3 years | 1.35 | 43.06 | 3% |
| Returns for 5 years | 5.88 | 73.64 | 8% |
| Returns for 10 years | -22.92 | 127.44 | -18% |
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