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PACOX vs VTSMX
PACOX vs VTSMX Comparison
Open Charts PACOX vs VTSMX
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 I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
PACOX vs VTSMX Comparison Chart
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PACOX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. PACOX (14B). VTSMX pays higher dividends than PACOX: VTSMX (1.26) vs PACOX (0.79). PACOX was incepted earlier than VTSMX: PACOX (20 years) vs VTSMX (33 years). PACOX is a more actively managed with annual turnover of: 47.00 vs. VTSMX (2.00). PACOX has a lower initial minimum investment than VTSMX: PACOX (2500) vs VTSMX (3000). PACOX annual gain was more profitable for investors over the last year : 27.73 vs. VTSMX (25.24). PACOX return over 5 years is better than : 90.05 vs. VTSMX (76.07).
| PACOX | VTSMX | PACOX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 2.039 | 2.241 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 1.78T | 1% |
| Annual Yield % from dividends | 0.79 | 1.26 | 62% |
| Returns for 1 year | 27.73 | 25.24 | 110% |
| Returns for 3 years | 39.34 | 28.94 | 136% |
| Returns for 5 years | 90.05 | 76.07 | 118% |
| Returns for 10 years | 174.00 | 194.99 | 89% |
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