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PESPX vs VMCPX
PESPX vs VMCPX Comparison
Open Charts PESPX vs VMCPX
BNY Mellon MidCap Index I
Price$27.33
Change-$0.43 (-1.55%)
VolumeN/A
Net Assets1.37B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
PESPX vs VMCPX Comparison Chart
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PESPX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. PESPX (1.37B). VMCPX pays higher dividends than PESPX: VMCPX (1.54) vs PESPX (1.09). 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 : 11.60 vs. PESPX (-7.51). VMCPX return over 5 years is better than : 69.72 vs. PESPX (0.82).
| 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 | -3.257 | 2.781 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 185B | 1% |
| Annual Yield % from dividends | 1.09 | 1.54 | 71% |
| Returns for 1 year | -7.51 | 11.60 | -65% |
| Returns for 3 years | -4.02 | 39.16 | -10% |
| Returns for 5 years | 0.82 | 69.72 | 1% |
| Returns for 10 years | -28.90 | 114.26 | -25% |
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