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PESPX vs VMCIX
PESPX vs VMCIX Comparison
Open Charts PESPX vs VMCIX
BNY Mellon MidCap Index I
Price$27.33
Change-$0.43 (-1.55%)
VolumeN/A
Net Assets1.37B
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
PESPX vs VMCIX Comparison Chart
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PESPX vs. VMCIX commentary
Jun 15, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. PESPX (1.37B). VMCIX pays higher dividends than PESPX: VMCIX (1.53) vs PESPX (1.09). PESPX was incepted earlier than VMCIX: PESPX (34 years) vs VMCIX (27 years). PESPX (0.51) is less costly to investors than VMCIX (0.04). PESPX is a more actively managed with annual turnover of: 17.87 vs. VMCIX (16.00). PESPX has a lower initial minimum investment than VMCIX: PESPX (2500) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 11.61 vs. PESPX (-7.51). VMCIX return over 5 years is better than : 69.71 vs. PESPX (0.82).
| PESPX | VMCIX | PESPX / VMCIX | |
| Total Expense Ratio | 0.51 | 0.04 | 1,275% |
| Annual Report Gross Expense Ratio | 0.51 | 0.04 | 1,275% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | -3.257 | 2.779 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 185B | 1% |
| Annual Yield % from dividends | 1.09 | 1.53 | 71% |
| Returns for 1 year | -7.51 | 11.61 | -65% |
| Returns for 3 years | -4.02 | 39.17 | -10% |
| Returns for 5 years | 0.82 | 69.71 | 1% |
| Returns for 10 years | -28.90 | 114.21 | -25% |
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