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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$41.27
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets18.82B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
PAULX vs VTSMX Comparison Chart
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PAULX vs. VTSMX commentary
May 23, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PAULX (18.8B). VTSMX pays higher dividends than PAULX: VTSMX (1.26) vs PAULX (0.22). PAULX was incepted earlier than VTSMX: PAULX (16 years) vs VTSMX (33 years). PAULX (0.96) 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 : 9.50 vs. PAULX (0.55). VTSMX return over 5 years is better than : 92.91 vs. PAULX (70.62).
| PAULX | VTSMX | PAULX / VTSMX | |
| Total Expense Ratio | 0.96 | 0.14 | 686% |
| Annual Report Gross Expense Ratio | 0.96 | 0.14 | 686% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 0.243 | -0.985 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 1.72T | 1% |
| Annual Yield % from dividends | 0.22 | 1.26 | 18% |
| Returns for 1 year | 0.55 | 9.50 | 6% |
| Returns for 3 years | 38.48 | 44.74 | 86% |
| Returns for 5 years | 70.62 | 92.91 | 76% |
| Returns for 10 years | 114.56 | 169.81 | 67% |
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