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PESPX vs VIMSX
PESPX vs VIMSX Comparison
Open Charts PESPX vs VIMSX
BNY Mellon MidCap Index I
Price$29.21
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets1.43B
Vanguard Mid Cap Index Investor
Price$78.75
Change-$0.35 (-0.44%)
VolumeN/A
Net Assets192.45B
PESPX vs VIMSX Comparison Chart in %
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PESPX vs. VIMSX commentary
Jul 29, 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: 192B vs. PESPX (1.43B). 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 : 16.02 vs. PESPX (-5.78). VIMSX return over 5 years is better than : 66.85 vs. PESPX (0.33).
| 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 | 3.398 | 9.332 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 192B | 1% |
| Annual Yield % from dividends | 1.06 | 1.40 | 75% |
| Returns for 1 year | -5.78 | 16.02 | -36% |
| Returns for 3 years | -6.89 | 34.43 | -20% |
| Returns for 5 years | 0.33 | 66.85 | 0% |
| Returns for 10 years | -22.60 | 128.42 | -18% |
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