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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$30.02
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.44B
Vanguard Mid Cap Index Investor
Price$79.16
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
PESPX vs VIMSX Comparison Chart in %
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PESPX vs. VIMSX commentary
Sep 09, 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: 199B vs. PESPX (1.45B). VIMSX pays higher dividends than PESPX: VIMSX (1.35) vs PESPX (1.01). 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 : 15.02 vs. PESPX (-0.21). VIMSX return over 5 years is better than : 64.92 vs. PESPX (2.49).
| 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 | 6.301 | 9.679 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 199B | 1% |
| Annual Yield % from dividends | 1.01 | 1.35 | 75% |
| Returns for 1 year | -0.21 | 15.02 | -1% |
| Returns for 3 years | 1.04 | 41.01 | 3% |
| Returns for 5 years | 2.49 | 64.92 | 4% |
| Returns for 10 years | -15.87 | 140.93 | -11% |
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