BNY Mellon MidCap Index Fund (PESPX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PESPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PESPX
PESPX charges 0.50% annually. There are 25 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | PESPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | PESPX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | PESPX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | PESPX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | PESPX vs FSMAX |
Best Risk-Adjusted Alternatives to PESPX
PESPX has a PortfoliosLab risk / return rank of 38. There are 73 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | PESPX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | PESPX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | PESPX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | PESPX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | PESPX vs FZAMX |
Top Performing PESPX Alternatives (YTD)
PESPX is at 14.83% YTD. There are 75 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | PESPX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | PESPX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | PESPX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | PESPX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | PESPX vs FZAMX |
Lowest Volatility Alternatives to PESPX
PESPX has 15.78% 1-year volatility. There are 64 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | PESPX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | PESPX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | PESPX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | PESPX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | PESPX vs RSINX |
Lowest Drawdown Alternatives to PESPX
PESPX has a 1-year max drawdown of -8.86%. There are 44 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | PESPX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | PESPX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | PESPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | PESPX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | PESPX vs DNLDX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, DAGVX, PEOPX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 32 | 8.05% | — | May 1951 | PESPX vs DREVX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 83 | 16.65% | — | Sep 1995 | PESPX vs DAGVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 62 | 11.08% | — | Jan 1990 | PESPX vs PEOPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 65 | 11.25% | — | Sep 1993 | PESPX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 84 | 16.83% | — | May 2001 | PESPX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 51 | 16.02% | — | Oct 2003 | PESPX vs DNLAX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 59 | 28.44% | — | Oct 1997 | PESPX vs DTGRX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 65 | 21.34% | — | Jun 1997 | PESPX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 72 | 6.03% | — | May 2010 | PESPX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 16 | 12.01% | — | Jun 2013 | PESPX vs DBMYX |
Often Compared With PESPX
Investors most often compare PESPX with BKGI, SWMCX, FMDGX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PESPX with Any Fund or Stock
Compare PESPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PESPX with funds that move differently
BNY Mellon MidCap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PESPX.
Explore PESPX Diversifiers