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PAULX vs VTSMX
PAULX vs VTSMX Comparison
Open Charts PAULX vs VTSMX
T. Rowe Price US Large-Cap Core Adv
Price$38.71
Change+$3.07 (+8.61%)
VolumeN/A
Net Assets16.36B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
PAULX vs VTSMX Comparison Chart
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PAULX vs. VTSMX commentary
Apr 10, 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 PAULX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. PAULX (16.4B). VTSMX pays higher dividends than PAULX: VTSMX (1.25) vs PAULX (0.22). PAULX was incepted earlier than VTSMX: PAULX (16 years) vs VTSMX (33 years). PAULX (0.97) is less costly to investors than VTSMX (0.14). PAULX is a more actively managed with annual turnover of: 58.40 vs. VTSMX (2.00). PAULX has a lower initial minimum investment than VTSMX: PAULX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : -3.66 vs. PAULX (-9.88). VTSMX return over 5 years is better than : 78.40 vs. PAULX (57.19).
| PAULX | VTSMX | PAULX / VTSMX | |
| Total Expense Ratio | 0.97 | 0.14 | 693% |
| Annual Report Gross Expense Ratio | 0.97 | 0.14 | 693% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -12.397 | -14.472 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 1.7T | 1% |
| Annual Yield % from dividends | 0.22 | 1.25 | 18% |
| Returns for 1 year | -9.88 | -3.66 | 270% |
| Returns for 3 years | 6.95 | 10.58 | 66% |
| Returns for 5 years | 57.19 | 78.40 | 73% |
| Returns for 10 years | 90.01 | 135.47 | 66% |
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