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PENNX vs VSCIX
PENNX vs VSCIX Comparison
Open Charts PENNX vs VSCIX
Royce Small-Cap Fund Invmt
Price$7.70
Change+$0.06 (+0.79%)
VolumeN/A
Net Assets1.5B
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
PENNX vs VSCIX Comparison Chart
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PENNX vs. VSCIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. PENNX (1.5B). VSCIX pays higher dividends than PENNX: VSCIX (1.53) vs PENNX (0.61). PENNX was incepted earlier than VSCIX: PENNX (52 years) vs VSCIX (28 years). PENNX (0.94) is less costly to investors than VSCIX (0.04). 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 : -2.39 vs. PENNX (-16.25). VSCIX return over 5 years is better than : 66.91 vs. PENNX (10.44).
| 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 | 52 years | 28 years | - |
| Gain YTD | -15.393 | -14.447 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 143B | 1% |
| Annual Yield % from dividends | 0.61 | 1.53 | 40% |
| Returns for 1 year | -16.25 | -2.39 | 680% |
| Returns for 3 years | -8.59 | 0.57 | -1,495% |
| Returns for 5 years | 10.44 | 66.91 | 16% |
| Returns for 10 years | -39.54 | 73.72 | -54% |