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PENNX vs VSCIX
PENNX vs VSCIX Comparison
Open Charts PENNX vs VSCIX
Royce Small-Cap Fund Invmt
Price$8.87
Change-$0.22 (-2.42%)
VolumeN/A
Net Assets1.81B
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
PENNX vs VSCIX Comparison Chart
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PENNX vs. VSCIX commentary
Feb 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 PENNX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. PENNX (1.81B). VSCIX pays higher dividends than PENNX: VSCIX (1.43) vs PENNX (0.35). PENNX was incepted earlier than VSCIX: PENNX (52 years) vs VSCIX (28 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 : 11.25 vs. PENNX (-3.50). VSCIX return over 5 years is better than : 44.48 vs. PENNX (-3.70).
| PENNX | VSCIX | PENNX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 28 years | - |
| Gain YTD | -1.772 | -0.304 | 583% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 161B | 1% |
| Annual Yield % from dividends | 0.35 | 1.43 | 25% |
| Returns for 1 year | -3.50 | 11.25 | -31% |
| Returns for 3 years | 2.96 | 18.86 | 16% |
| Returns for 5 years | -3.70 | 44.48 | -8% |
| Returns for 10 years | -29.33 | 105.81 | -28% |