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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$42.53
Change+$0.31 (+0.73%)
VolumeN/A
Net Assets19.57B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
PAULX vs VTSMX Comparison Chart
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PAULX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. PAULX (19.6B). VTSMX pays higher dividends than PAULX: VTSMX (1.26) vs PAULX (0.14). PAULX was incepted earlier than VTSMX: PAULX (16 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 : 24.48 vs. PAULX (16.25). VTSMX return over 5 years is better than : 83.05 vs. PAULX (58.31).
| PAULX | VTSMX | PAULX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 3.178 | 2.986 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 1.78T | 1% |
| Annual Yield % from dividends | 0.14 | 1.26 | 11% |
| Returns for 1 year | 16.25 | 24.48 | 66% |
| Returns for 3 years | 26.22 | 31.83 | 82% |
| Returns for 5 years | 58.31 | 83.05 | 70% |
| Returns for 10 years | 138.33 | 196.61 | 70% |
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