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PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$30.30
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets1.39B
Vanguard Mid Cap Index InstitutionalPlus
Price$394.25
Change+$3.08 (+0.79%)
VolumeN/A
Net Assets198.55B
PESPX vs VMCPX Comparison Chart in %
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PESPX vs. VMCPX commentary
Dec 05, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. PESPX (1.39B). VMCPX pays higher dividends than PESPX: VMCPX (1.50) vs PESPX (1.00). 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 : 3.38 vs. PESPX (-10.96). VMCPX return over 5 years is better than : 44.18 vs. PESPX (-13.19).
| 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 | 6.761 | 10.813 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 199B | 1% |
| Annual Yield % from dividends | 1.00 | 1.50 | 66% |
| Returns for 1 year | -10.96 | 3.38 | -324% |
| Returns for 3 years | -6.51 | 35.61 | -18% |
| Returns for 5 years | -13.19 | 44.18 | -30% |
| Returns for 10 years | -17.49 | 141.03 | -12% |
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