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BNY Mellon MidCap Index Fund · NASDAQ
Price: $29.98 · Annual div: $3.30/share · Frequency: annual · Payout ratio: N/A · Ex-div: 2025-12-23
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Year your monthly dividend income covers each expense (based on current settings)
| Ex-Dividend Date | Payment Date | Amount / Share | TTM Yield | Stock Price |
|---|---|---|---|---|
| 2025-12-23Latest | 2025-12-23 | $3.3015 | 10.99% | $30.04 |
| 2024-12-23 | 2024-12-23 | $3.7150 | 10.82% | $34.33 |
| 2023-12-21 | 2023-12-21 | $2.3061 | 22.63% | $29.02 |
| 2022-12-22 | 2022-12-22 | $4.2610 | 13.07% | $32.60 |
| 2021-12-22 | 2021-12-22 | $5.3878 | 23.46% | $38.58 |
| 2020-12-24 | 2020-12-24 | $3.6626 | — | — |
| 2020-03-24 | 2020-03-24 | $0.0290 | — | — |
| 2019-12-26 | 2019-12-26 | $3.5041 | — | — |
| 2019-03-19 | 2019-03-19 | $0.0352 | — | — |
| 2018-12-26 | 2018-12-26 | $4.0747 | — | — |
| 2018-03-20 | 2018-03-20 | $0.0284 | — | — |
| 2017-12-27 | 2017-12-27 | $3.2973 | — | — |
| 2017-03-21 | 2017-03-21 | $0.0325 | — | — |
| 2016-12-28 | 2016-12-28 | $3.7324 | — | — |
| 2016-03-22 | 2016-03-22 | $0.0484 | — | — |
| 2015-12-29 | 2015-12-29 | $4.3537 | — | — |
| 2015-03-24 | 2015-03-24 | $0.0280 | — | — |
| 2014-12-29 | 2014-12-29 | $2.6002 | — | — |
| 2014-03-18 | 2014-03-18 | $0.0297 | — | — |
| 2013-12-27 | 2013-12-27 | $1.6599 | — | — |
| 2013-03-19 | 2013-03-19 | $0.0169 | — | — |
| 2012-12-27 | 2012-12-27 | $1.4220 | — | — |
| 2012-03-27 | 2012-03-27 | $0.0184 | — | — |
| 2011-12-28 | 2011-12-28 | $1.3277 | — | — |
| 2011-03-29 | 2011-03-29 | $0.0070 | — | — |
| 2010-12-29 | 2010-12-29 | $0.6051 | — | — |
| 2009-12-29 | 2009-12-29 | $0.2370 | — | — |
| 2009-03-26 | 2009-03-26 | $0.0270 | — | — |
| 2008-12-29 | 2008-12-29 | $1.2513 | — | — |
| 2007-12-27 | 2007-12-27 | $3.1320 | — | — |
| 2006-12-27 | 2006-12-27 | $1.4630 | — | — |
| 2005-12-29 | 2005-12-29 | $1.4110 | — | — |
| 2003-12-12 | 2003-12-12 | $0.2104 | — | — |
| 2002-12-12 | 2002-12-12 | $0.4340 | — | — |
| 2001-12-10 | 2001-12-10 | $0.7300 | — | — |
| 2000-12-12 | 2000-12-12 | $3.5900 | — | — |
This fund strives to achieve its investment objective by typically committing its entire portfolio to the equity securities comprising the S&P MidCap 400® Index, as well as to futures contracts that reflect the index's performance. Its strategy generally entails purchasing shares in all 400 companies included in the S&P MidCap 400® Index, mirroring their respective weightings within that benchmark. The S&P MidCap 400® Index itself is a passively managed benchmark, consisting of 400 common stocks issued by medium-sized corporations.
Forward dividend yield from the latest data · open any DRIP calculator
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open PESPX position with:
Real after-tax yield depends on where you live and how you hold PESPX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 11.01% | 8.21% | $1,101 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 9.36% | 6.56% | $936 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 8.81% | 6.01% | $881 / yr |
| 🇬🇧 UK ISA | 0% | 11.01% | 8.21% | $1,101 / yr |
| 🇬🇧 UK Taxable | 8.75% | 10.05% | 7.25% | $1,005 / yr |
| 🇨🇦 TFSA | 0% | 11.01% | 8.21% | $1,101 / yr |
| 🇨🇦 CA Taxable | 25% | 8.26% | 5.46% | $826 / yr |
| 🇦🇺 Super (pension) | 15% | 9.36% | 6.56% | $936 / yr |
| 🇦🇺 AU Taxable | 30% | 7.71% | 4.91% | $771 / yr |
| 🇩🇪 DE Taxable | 26.375% | 8.11% | 5.31% | $811 / yr |
| 🇫🇷 FR Taxable | 30% | 7.71% | 4.91% | $771 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $3.30/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
PESPX pays annually — 1 payment per year.
How PESPX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for PESPX sourced from FMP /financial-growth endpoint — real data, not estimates.
Compare PESPX with peers: PESPX vs GTMUX · PESPX vs HCKAX · PESPX vs HILVX
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the PESPX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
BNY Mellon MidCap Index Fund (PESPX) is currently trading at $29.98, 7% below its 52-week high. The current dividend yield is 11.01% based on an annual payout of $3.30 per share.
BNY Mellon MidCap Index Fund (PESPX) is a financial services stock currently trading at $29.98 with a dividend yield of 11.01%. It pays an annual dividend of $3.30 per share. Over the past 5 years, PESPX's dividend has declined at an average rate of 2.1% a year.
Auto-generated from live market data. For educational purposes only — not financial advice.
Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.
PESPX (BNY Mellon MidCap Index Fund) has a dividend yield of 11.01%, based on an annual dividend of $3.30 per share and a price of $29.98. Over the last 12 months it paid $3.30 per share — a trailing yield of 11.01%. Dividends are paid annual.
Yield history: over the last 5 payments, PESPX's 12-month yield ranged from 10.82% to 23.46%. Full PESPX dividend history ↓
With dividends reinvested, a PESPX position grows its share count by about 10.79% in the first year at today's price and yield. If the dividend grows -2.0% a year and the price 0.0%, DRIP doubles your number of shares in about 8 years without adding new money.
| Year | Shares bought by dividends | Total shares | Dividend income | Position value | Yield on cost |
|---|---|---|---|---|---|
| 1 | 36.00 | 369.55 | $1,079 | $11,079 | 10.79% |
| 3 | 42.35 | 450.99 | $1,270 | $13,521 | 12.70% |
| 5 | 49.45 | 546.25 | $1,483 | $16,377 | 14.83% |
| 10 | 70.58 | 854.94 | $2,116 | $25,631 | 21.16% |
| 20 | 127.16 | 1856.74 | $3,812 | $55,665 | 38.12% |
DRIP rate = share-count growth from reinvested dividends. Simplified yearly model before taxes and fees; adjust every assumption in the calculator above. Not financial advice. How DRIP and the DRIP rate work →
PESPX (BNY Mellon MidCap Index Fund) has a dividend yield of 11.01%, based on an annual dividend of $3.30 per share and a price of $29.98. Over the last 12 months it paid $3.30 per share — a trailing yield of 11.01%. Dividends are paid annual.
$10,000 in PESPX at a 11.01% yield pays about $1,101 a year ($92 a month) before taxes. With DRIP, reinvested dividends buy more shares and that income compounds.
With dividends reinvested, a PESPX position grows its share count by about 10.79% in the first year at today's price and yield. If the dividend grows -2.0% a year and the price 0.0%, DRIP doubles your number of shares in about 8 years without adding new money.
Enter your starting amount, monthly contribution and time horizon in the PESPX DRIP calculator at the top of this page. It reinvests each payout into new shares at the projected price, grows the dividend at the rate you choose and shows yearly income, share count, portfolio value and yield on cost. You can switch DRIP off to compare.
PESPX's next ex-dividend date has not been announced yet; the most recent one was 2025-12-23. PESPX pays dividends annual. Buy before the ex-dividend date to receive the next payment.
PESPX's dividend changed -11.1% over the last year and -2.1% a year on average over five years.
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