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PAGDX vs VTSMX
PAGDX vs VTSMX Comparison
Open Charts PAGDX vs VTSMX
Permanent Portfolio Aggressive Growth A
Price$98.66
Change+$1.29 (+1.32%)
VolumeN/A
Net Assets57.3M
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
PAGDX vs VTSMX Comparison Chart
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PAGDX 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 PAGDX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. PAGDX (57.3M). VTSMX pays higher dividends than PAGDX: VTSMX (1.25) vs PAGDX (0.06). PAGDX was incepted earlier than VTSMX: PAGDX (9 years) vs VTSMX (33 years). PAGDX (1.46) is less costly to investors than VTSMX (0.14). PAGDX is a more actively managed with annual turnover of: 11.72 vs. VTSMX (2.00). PAGDX has a lower initial minimum investment than VTSMX: PAGDX (1000) vs VTSMX (3000). PAGDX annual gain was more profitable for investors over the last year : 11.05 vs. VTSMX (7.35). PAGDX return over 5 years is better than : 137.26 vs. VTSMX (124.42).
| PAGDX | VTSMX | PAGDX / VTSMX | |
| Total Expense Ratio | 1.46 | 0.14 | 1,043% |
| Annual Report Gross Expense Ratio | 1.46 | 0.14 | 1,043% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -5.218 | -4.752 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3M | 1.81T | 0% |
| Annual Yield % from dividends | 0.06 | 1.25 | 4% |
| Returns for 1 year | 11.05 | 7.35 | 150% |
| Returns for 3 years | 28.51 | 21.00 | 136% |
| Returns for 5 years | 137.26 | 124.42 | 110% |
| Returns for 10 years | N/A | 166.40 | - |