Ad is loading...
PENNX vs VSCIX
PENNX vs VSCIX Comparison
Open Charts PENNX vs VSCIX
Royce Small-Cap Fund Invmt
Price$8.35
Change+$0.14 (+1.71%)
VolumeN/A
Net Assets1.6B
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
PENNX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PENNX vs. VSCIX commentary
May 09, 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. PENNX (1.6B). VSCIX pays higher dividends than PENNX: VSCIX (1.57) vs PENNX (0.62). PENNX was incepted earlier than VSCIX: PENNX (53 years) vs VSCIX (28 years). PENNX (0.94) is less costly to investors than VSCIX (0.04). PENNX is a more actively managed with annual turnover of: 37.00 vs. VSCIX (13.00). 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 : -0.06 vs. PENNX (-12.47). VSCIX return over 5 years is better than : 65.30 vs. PENNX (11.80).
| PENNX | VSCIX | PENNX / VSCIX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 53 years | 28 years | - |
| Gain YTD | -7.530 | -8.389 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 140B | 1% |
| Annual Yield % from dividends | 0.62 | 1.57 | 40% |
| Returns for 1 year | -12.47 | -0.06 | 20,693% |
| Returns for 3 years | 6.74 | 20.38 | 33% |
| Returns for 5 years | 11.80 | 65.30 | 18% |
| Returns for 10 years | -33.77 | 88.39 | -38% |
View a ticker or compare two or three
VS
VS
Ad is loading...