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PENNX vs VSCIX
PENNX vs VSCIX Comparison
Open Charts PENNX vs VSCIX
Royce Small-Cap Fund Invmt
Price$8.66
Change-$0.17 (-1.93%)
VolumeN/A
Net Assets1.67B
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
PENNX vs VSCIX Comparison Chart
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PENNX vs. VSCIX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. PENNX (1.67B). VSCIX pays higher dividends than PENNX: VSCIX (1.49) vs PENNX (0.59). PENNX was incepted earlier than VSCIX: PENNX (53 years) vs VSCIX (28 years). PENNX (0.93) 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 : 6.95 vs. PENNX (-9.13). VSCIX return over 5 years is better than : 66.07 vs. PENNX (11.12).
| PENNX | VSCIX | PENNX / VSCIX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 53 years | 28 years | - |
| Gain YTD | -4.097 | -2.791 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 148B | 1% |
| Annual Yield % from dividends | 0.59 | 1.49 | 39% |
| Returns for 1 year | -9.13 | 6.95 | -131% |
| Returns for 3 years | 14.92 | 33.53 | 44% |
| Returns for 5 years | 11.12 | 66.07 | 17% |
| Returns for 10 years | -32.15 | 96.59 | -33% |
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