Interact to see
Advertisement
Advertisement
PBFDX vs VTSMX
PBFDX vs VTSMX Comparison
Open Charts PBFDX vs VTSMX
PBFDX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBFDX vs. VTSMX commentary
Jul 15, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. PBFDX (321M). VTSMX pays higher dividends than PBFDX: VTSMX (0.99) vs PBFDX (0.11). PBFDX was incepted earlier than VTSMX: PBFDX (35 years) vs VTSMX (34 years). PBFDX (0.81) is less costly to investors than VTSMX (0.06). PBFDX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than PBFDX: VTSMX (0) vs PBFDX (2000). PBFDX annual gain was more profitable for investors over the last year : 23.41 vs. VTSMX (21.46). VTSMX return over 5 years is better than : 66.43 vs. PBFDX (46.23).
| PBFDX | VTSMX | PBFDX / VTSMX | |
| Total Expense Ratio | 0.81 | 0.06 | 1,350% |
| Annual Report Gross Expense Ratio | 0.81 | 0.06 | 1,350% |
| Fund Existence | 35 years | 34 years | - |
| Gain YTD | 11.092 | 11.201 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 2.3T | 0% |
| Annual Yield % from dividends | 0.11 | 0.99 | 11% |
| Returns for 1 year | 23.41 | 21.46 | 109% |
| Returns for 3 years | 54.57 | 66.96 | 82% |
| Returns for 5 years | 46.23 | 66.43 | 70% |
| Returns for 10 years | 208.85 | 249.71 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VGSLX | 137.96 | N/A | N/A |
| Vanguard Real Estate Index Admiral | |||
| TBWIX | 23.33 | N/A | N/A |
| Thornburg Better World International I | |||
| SEHAX | 18.06 | N/A | N/A |
| SEI US Equity Factor Allocation A (SIIT) | |||
| MAMEX | 22.99 | N/A | N/A |
| MoA Mid Cap Equity Index Fund | |||
| MCYAX | 16.20 | -0.50 | -2.99% |
| NYLI Candriam Emerging Markets Eq Cl A | |||