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 24 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% | 213.90B | Dec 2010 | PESPX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | PESPX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | PESPX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | PESPX vs VEMPX |
Best Risk-Adjusted Alternatives to PESPX
PESPX has a PortfoliosLab risk / return rank of 43. There are 69 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | PESPX vs PFSLX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | PESPX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | PESPX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | PESPX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | PESPX vs VSEQX |
Top Performing PESPX Alternatives (YTD)
PESPX is at 13.87% YTD. There are 69 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | PESPX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | PESPX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | PESPX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | PESPX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | PESPX vs BIGTX |
Lowest Volatility Alternatives to PESPX
PESPX has 15.46% 1-year volatility. There are 65 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | PESPX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | PESPX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | PESPX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | PESPX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | PESPX vs BTMFX |
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 -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | PESPX vs QCGDX | |
| 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 |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DSPIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 36 | 7.62% | — | May 1951 | PESPX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 71 | 11.50% | — | Jan 1990 | PESPX vs PEOPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 73 | 11.63% | — | Sep 1993 | PESPX vs DSPIX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 79 | 14.05% | — | Sep 1995 | PESPX vs DAGVX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 80 | 14.17% | — | May 2001 | PESPX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 89 | 27.67% | — | Oct 2003 | PESPX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 56 | 16.16% | — | Jun 1997 | PESPX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 79 | 7.29% | — | May 2010 | PESPX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 11 | 5.23% | — | Jun 2013 | PESPX vs DBMYX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 79 | 33.37% | — | Oct 1997 | PESPX vs DTGRX |
Often Compared With PESPX
Investors most often compare PESPX with BKGI, FMDGX, RPMGX. 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