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FPCGX vs VFIAX
FPCGX vs VFIAX Comparison
Open Charts FPCGX vs VFIAX
Fort Pitt Capital Total Return
Price$22.37
Change-$1.45 (-6.09%)
VolumeN/A
Net Assets55.27M
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
FPCGX vs VFIAX Comparison Chart
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FPCGX vs. VFIAX commentary
Apr 04, 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 FPCGX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. FPCGX (55.3M). VFIAX pays higher dividends than FPCGX: VFIAX (1.35) vs FPCGX (0.18). FPCGX was incepted earlier than VFIAX: FPCGX (23 years) vs VFIAX (24 years). FPCGX (1.17) is less costly to investors than VFIAX (0.04). FPCGX is a more actively managed with annual turnover of: 14.00 vs. VFIAX (2.00). FPCGX has a lower initial minimum investment than VFIAX: FPCGX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.85 vs. FPCGX (-15.02). VFIAX return over 5 years is better than : 127.96 vs. FPCGX (24.60).
| FPCGX | VFIAX | FPCGX / VFIAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -5.297 | -3.588 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.3M | 1.4T | 0% |
| Annual Yield % from dividends | 0.18 | 1.35 | 14% |
| Returns for 1 year | -15.02 | 8.85 | -170% |
| Returns for 3 years | -23.49 | 23.83 | -99% |
| Returns for 5 years | 24.60 | 127.96 | 19% |
| Returns for 10 years | 21.81 | 173.02 | 13% |