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PAULX vs VSMPX
PAULX vs VSMPX Comparison
Open Charts PAULX vs VSMPX
T. Rowe Price US Large-Cap Core Adv
Price$44.11
Change-$0.68 (-1.52%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
PAULX vs VSMPX Comparison Chart
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PAULX vs. VSMPX commentary
Nov 18, 2024
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 PAULX is a Buy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. PAULX (19.7B). VSMPX pays higher dividends than PAULX: VSMPX (1.36) vs PAULX (0.14). PAULX was incepted earlier than VSMPX: PAULX (15 years) vs VSMPX (10 years). PAULX is a more actively managed with annual turnover of: 57.10 vs. VSMPX (2.00). PAULX has a lower initial minimum investment than VSMPX: PAULX (2500) vs VSMPX (100000000). VSMPX (30.55) and PAULX (29.64) have marching annual gain over last year. VSMPX return over 5 years is better than : 83.80 vs. PAULX (66.30).
| PAULX | VSMPX | PAULX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 23.661 | 22.437 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 1.73T | 1% |
| Annual Yield % from dividends | 0.14 | 1.36 | 10% |
| Returns for 1 year | 29.64 | 30.55 | 97% |
| Returns for 3 years | 16.12 | 19.95 | 81% |
| Returns for 5 years | 66.30 | 83.80 | 79% |
| Returns for 10 years | 122.17 | N/A | - |
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