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PENNX vs VSMAX
PENNX vs VSMAX Comparison
Open Charts PENNX vs VSMAX
Royce Small-Cap Fund Invmt
Price$10.52
Change+$0.15 (+1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
PENNX vs VSMAX Comparison Chart
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PENNX vs. VSMAX commentary
Nov 23, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. PENNX (2.01B). VSMAX pays higher dividends than PENNX: VSMAX (1.42) vs PENNX (0.35). PENNX was incepted earlier than VSMAX: PENNX (52 years) vs VSMAX (24 years). PENNX is a more actively managed with annual turnover of: 40.00 vs. VSMAX (12.00). PENNX has a lower initial minimum investment than VSMAX: PENNX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 34.52 vs. PENNX (21.39). VSMAX return over 5 years is better than : 63.57 vs. PENNX (13.55).
| PENNX | VSMAX | PENNX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 24 years | - |
| Gain YTD | 14.597 | 21.100 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 151B | 1% |
| Annual Yield % from dividends | 0.35 | 1.42 | 25% |
| Returns for 1 year | 21.39 | 34.52 | 62% |
| Returns for 3 years | -16.28 | 12.56 | -130% |
| Returns for 5 years | 13.55 | 63.57 | 21% |
| Returns for 10 years | -25.95 | 130.29 | -20% |
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