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PBFDX vs VTSMX
PBFDX vs VTSMX Comparison
Open Charts PBFDX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
PBFDX vs VTSMX Comparison Chart
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PBFDX vs. VTSMX commentary
Nov 18, 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 PBFDX is a StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. PBFDX (294M). VTSMX pays higher dividends than PBFDX: VTSMX (1.26) vs PBFDX (0.54). PBFDX was incepted earlier than VTSMX: PBFDX (33 years) vs VTSMX (33 years). PBFDX is a more actively managed with annual turnover of: 51.00 vs. VTSMX (2.00). PBFDX has a lower initial minimum investment than VTSMX: PBFDX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. PBFDX (23.05). VTSMX return over 5 years is better than : 83.72 vs. PBFDX (63.76).
| PBFDX | VTSMX | PBFDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 18.695 | 22.392 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.73T | 0% |
| Annual Yield % from dividends | 0.54 | 1.26 | 43% |
| Returns for 1 year | 23.05 | 30.52 | 76% |
| Returns for 3 years | 10.64 | 19.91 | 53% |
| Returns for 5 years | 63.76 | 83.72 | 76% |
| Returns for 10 years | 130.52 | 186.07 | 70% |
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