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PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$28.35
Change-$1.33 (-4.48%)
VolumeN/A
Net Assets1.37B
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
PESPX vs VMCPX Comparison Chart in %
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PESPX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. PESPX (1.37B). VMCPX pays higher dividends than PESPX: VMCPX (1.50) vs PESPX (1.02). PESPX was incepted earlier than VMCPX: PESPX (35 years) vs VMCPX (15 years). PESPX (0.51) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. PESPX (13.97). 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 : 8.25 vs. PESPX (-1.13). VMCPX return over 5 years is better than : 38.89 vs. PESPX (-17.18).
| 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 | 35 years | 15 years | - |
| Gain YTD | 5.117 | 2.283 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 199B | 1% |
| Annual Yield % from dividends | 1.02 | 1.50 | 68% |
| Returns for 1 year | -1.13 | 8.25 | -14% |
| Returns for 3 years | -2.19 | 34.05 | -6% |
| Returns for 5 years | -17.18 | 38.89 | -44% |
| Returns for 10 years | 0.32 | 180.63 | 0% |
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