PBFDX
Price
$41.76
Change
-$0.39 (-0.93%)
Updated
Jul 13 closing price
Net Assets
321.2M
VSMPX
Price
$337.67
Change
-$2.70 (-0.79%)
Updated
Jul 13 closing price
Net Assets
2.3T
Interact to see
Advertisement

PBFDX vs VSMPX

PBFDX vs VSMPX Comparison Chart in %
View a ticker or compare two or three
VS
PBFDX vs. VSMPX commentary
Jul 14, 2026

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 PBFDX is a StrongBuy and VSMPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.3T vs. PBFDX (321M). VSMPX pays higher dividends than PBFDX: VSMPX (1.06) vs PBFDX (0.11). PBFDX was incepted earlier than VSMPX: PBFDX (35 years) vs VSMPX (11 years). PBFDX (0.81) is less costly to investors than VSMPX (0.02). PBFDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (3.00). PBFDX has a lower initial minimum investment than VSMPX: PBFDX (2000) vs VSMPX (100000000). PBFDX annual gain was more profitable for investors over the last year : 23.41 vs. VSMPX (21.48). VSMPX return over 5 years is better than : 66.52 vs. PBFDX (46.23).
PBFDXVSMPXPBFDX / VSMPX
Total Expense Ratio0.810.024,050%
Annual Report Gross Expense Ratio0.810.024,050%
Fund Existence35 years11 years-
Gain YTD11.09211.20699%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets321M2.3T0%
Annual Yield % from dividends0.111.0611%
Returns for 1 year23.4121.48109%
Returns for 3 years54.5767.0381%
Returns for 5 years46.2366.5269%
Returns for 10 years208.85239.4387%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VGSNX21.35N/A
N/A
Vanguard Real Estate Index Institutional
PCAOX91.03N/A
N/A
Principal Capital Appreciation R3
GARIX23.88N/A
N/A
Gotham Absolute Return Institutional
RLAIX24.27N/A
N/A
T. Rowe Price Latin America I
MCYCX15.72-0.49
-3.02%
NYLI Candriam Emerging Markets Eq Cl C