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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$28.35
Change-$1.33 (-4.48%)
VolumeN/A
Net Assets1.37B
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
PESPX vs VIMSX Comparison Chart in %
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PESPX vs. VIMSX commentary
Feb 04, 2026
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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. PESPX (1.37B). VIMSX pays higher dividends than PESPX: VIMSX (1.37) vs PESPX (1.02). PESPX was incepted earlier than VIMSX: PESPX (35 years) vs VIMSX (28 years). PESPX (0.51) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. PESPX (13.97). 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 : 8.23 vs. PESPX (-1.13). VIMSX return over 5 years is better than : 38.77 vs. PESPX (-17.18).
| PESPX | VIMSX | PESPX / VIMSX | |
| Total Expense Ratio | 0.51 | 0.17 | 300% |
| Annual Report Gross Expense Ratio | 0.51 | 0.17 | 300% |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | 5.117 | 2.272 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 199B | 1% |
| Annual Yield % from dividends | 1.02 | 1.37 | 74% |
| Returns for 1 year | -1.13 | 8.23 | -14% |
| Returns for 3 years | -2.19 | 33.97 | -6% |
| Returns for 5 years | -17.18 | 38.77 | -44% |
| Returns for 10 years | 0.32 | 180.15 | 0% |
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