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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$42.14
Change-$0.19 (-0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
PAULX vs VTSMX Comparison Chart
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PAULX vs. VTSMX commentary
Dec 19, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. PAULX (19.9B). VTSMX pays higher dividends than PAULX: VTSMX (1.26) vs PAULX (0.14). PAULX was incepted earlier than VTSMX: PAULX (15 years) vs VTSMX (33 years). PAULX is a more actively managed with annual turnover of: 57.10 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 : 26.90 vs. PAULX (19.56). VTSMX return over 5 years is better than : 84.16 vs. PAULX (58.98).
| PAULX | VTSMX | PAULX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 18.383 | 26.352 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 1.84T | 1% |
| Annual Yield % from dividends | 0.14 | 1.26 | 11% |
| Returns for 1 year | 19.56 | 26.90 | 73% |
| Returns for 3 years | 21.06 | 27.88 | 76% |
| Returns for 5 years | 58.98 | 84.16 | 70% |
| Returns for 10 years | 132.09 | 192.04 | 69% |
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