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PACOX vs VSMPX
PACOX vs VSMPX Comparison
Open Charts PACOX vs VSMPX
T. Rowe Price U.S. Equity Research Adv
Price$59.56
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets14.01B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
PACOX vs VSMPX Comparison Chart
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PACOX vs. VSMPX commentary
Jan 19, 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 PACOX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. PACOX (14B). VSMPX pays higher dividends than PACOX: VSMPX (1.36) vs PACOX (0.79). PACOX was incepted earlier than VSMPX: PACOX (20 years) vs VSMPX (10 years). PACOX is a more actively managed with annual turnover of: 47.00 vs. VSMPX (2.00). PACOX has a lower initial minimum investment than VSMPX: PACOX (2500) vs VSMPX (100000000). PACOX annual gain was more profitable for investors over the last year : 27.73 vs. VSMPX (25.27). PACOX return over 5 years is better than : 90.05 vs. VSMPX (76.14).
| PACOX | VSMPX | PACOX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 2.039 | 2.245 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 1.78T | 1% |
| Annual Yield % from dividends | 0.79 | 1.36 | 58% |
| Returns for 1 year | 27.73 | 25.27 | 110% |
| Returns for 3 years | 39.34 | 29.00 | 136% |
| Returns for 5 years | 90.05 | 76.14 | 118% |
| Returns for 10 years | 174.00 | N/A | - |