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PENNX vs VSCIX
PENNX vs VSCIX Comparison
Open Charts PENNX vs VSCIX
Royce Small-Cap Fund Invmt
Price$9.05
Change+$0.02 (+0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.90
Change-$0.38 (-0.33%)
VolumeN/A
CapitalizationN/A
PENNX vs VSCIX Comparison Chart
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PENNX vs. VSCIX commentary
Dec 25, 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 PENNX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. PENNX (1.88B). VSCIX pays higher dividends than PENNX: VSCIX (1.43) vs PENNX (0.35). PENNX was incepted earlier than VSCIX: PENNX (52 years) vs VSCIX (27 years). PENNX is a more actively managed with annual turnover of: 40.00 vs. VSCIX (12.00). PENNX has a lower initial minimum investment than VSCIX: PENNX (2000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 13.97 vs. PENNX (-1.00). VSCIX return over 5 years is better than : 48.62 vs. PENNX (-2.68).
| PENNX | VSCIX | PENNX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 27 years | - |
| Gain YTD | -0.896 | 14.123 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 167B | 1% |
| Annual Yield % from dividends | 0.35 | 1.43 | 25% |
| Returns for 1 year | -1.00 | 13.97 | -7% |
| Returns for 3 years | -3.70 | 9.43 | -39% |
| Returns for 5 years | -2.68 | 48.62 | -6% |
| Returns for 10 years | -28.44 | 114.52 | -25% |
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