BNY Mellon MidCap Index Fund (PESPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PESPX
PESPX charges 0.50% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among PESPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | PESPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | PESPX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | PESPX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | PESPX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | PESPX vs VMCIX |
Best Risk-Adjusted Alternatives to PESPX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | PESPX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | PESPX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | PESPX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | PESPX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | PESPX vs BIGTX |
Top Performing PESPX Alternatives (YTD)
PESPX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | PESPX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | PESPX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | PESPX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | PESPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | PESPX vs FTSIX |
Lowest Volatility Alternatives to PESPX
PESPX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | PESPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | PESPX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | PESPX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | PESPX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | PESPX vs GABVX |
Lowest Drawdown Alternatives to PESPX
PESPX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | PESPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | PESPX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | PESPX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | PESPX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | PESPX vs KMVAX |
Other Mutual Funds from BNY Mellon
Most popular BNY Mellon mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 35 | -9.64% | May 24, 1951 | PESPX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 43 | -7.16% | Jan 2, 1990 | PESPX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 52 | 0.06% | Sep 29, 1995 | PESPX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 45 | -7.09% | Sep 30, 1993 | PESPX vs DSPIX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 74 | 1.51% | May 12, 2010 | PESPX vs DRRIX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 86 | 22.63% | Oct 31, 2003 | PESPX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 36 | 0.59% | Jun 30, 1997 | PESPX vs DISSX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 53 | 0.14% | May 31, 2001 | PESPX vs DRGVX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 19 | -8.30% | Jun 1, 2013 | PESPX vs DBMYX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 44 | -11.55% | Oct 12, 1997 | PESPX vs DTGRX |
Often Compared With PESPX
What investors most often compare with PESPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Bny Mellon Global Infrastructure Income ETF | Energy Equities | 94 | 10.41% | Nov 2, 2022 | PESPX vs BKGI | |
| Fidelity Mid Cap Growth Index Fund | Mid Cap Growth Equities | 11 | -9.61% | Jul 11, 2019 | PESPX vs FMDGX | |
| T. Rowe Price Mid-Cap Growth Fund | Mid Cap Growth Equities | 25 | -6.67% | Jun 30, 1992 | PESPX vs RPMGX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | PESPX vs SCHD | |
| Fidelity Mid Cap Value Index Fund | Mid Cap Value Equities | 44 | 1.26% | Jul 11, 2019 | PESPX vs FIMVX | |
| Fidelity Flex Mid Cap Index Fund | Mid Cap Blend Equities | 48 | -0.79% | Mar 9, 2017 | PESPX vs FLAPX |
Compare PESPX with Any Fund or Stock
Compare PESPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.