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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$53.34
Change-$2.78 (-4.95%)
VolumeN/A
Net Assets13.22B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
PACOX vs VTSMX Comparison Chart
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PACOX vs. VTSMX 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 PACOX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. PACOX (13.2B). VTSMX pays higher dividends than PACOX: VTSMX (1.25) vs PACOX (0.28). PACOX was incepted earlier than VTSMX: PACOX (20 years) vs VTSMX (33 years). PACOX (0.83) is less costly to investors than VTSMX (0.14). 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 : 9.38 vs. VTSMX (8.05). PACOX return over 5 years is better than : 141.46 vs. VTSMX (126.23).
| PACOX | VTSMX | PACOX / VTSMX | |
| Total Expense Ratio | 0.83 | 0.14 | 593% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -3.855 | -3.986 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 1.81T | 1% |
| Annual Yield % from dividends | 0.28 | 1.25 | 23% |
| Returns for 1 year | 9.38 | 8.05 | 117% |
| Returns for 3 years | 31.06 | 21.01 | 148% |
| Returns for 5 years | 141.46 | 126.23 | 112% |
| Returns for 10 years | 148.30 | 166.80 | 89% |
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