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PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$29.03
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets1.44B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
PESPX vs VMCPX Comparison Chart in %
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PESPX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. PESPX (1.44B). VMCPX pays higher dividends than PESPX: VMCPX (1.54) vs PESPX (1.06). PESPX was incepted earlier than VMCPX: PESPX (34 years) vs VMCPX (15 years). PESPX (0.51) is less costly to investors than VMCPX (0.03). PESPX is a more actively managed with annual turnover of: 17.87 vs. VMCPX (16.00). PESPX has a lower initial minimum investment than VMCPX: PESPX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. PESPX (-1.29). VMCPX return over 5 years is better than : 73.80 vs. PESPX (5.88).
| PESPX | VMCPX | PESPX / VMCPX | |
| Total Expense Ratio | 0.51 | 0.03 | 1,700% |
| Annual Report Gross Expense Ratio | 0.51 | 0.03 | 1,700% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 2.761 | 7.631 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 185B | 1% |
| Annual Yield % from dividends | 1.06 | 1.54 | 69% |
| Returns for 1 year | -1.29 | 17.65 | -7% |
| Returns for 3 years | 1.35 | 43.14 | 3% |
| Returns for 5 years | 5.88 | 73.80 | 8% |
| Returns for 10 years | -22.92 | 127.62 | -18% |
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