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PENNX vs VSMAX
PENNX vs VSMAX Comparison
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PENNX vs VSMAX Comparison Chart in %
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PENNX vs. VSMAX commentary
Jul 26, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. PENNX (2.05B). VSMAX pays higher dividends than PENNX: VSMAX (1.18) vs PENNX (0.40). PENNX was incepted earlier than VSMAX: PENNX (54 years) vs VSMAX (26 years). PENNX (0.95) is less costly to investors than VSMAX (0.05). PENNX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (17.00). PENNX has a lower initial minimum investment than VSMAX: PENNX (2000) vs VSMAX (3000). PENNX (20.86) and VSMAX (20.80) have marching annual gain over last year. VSMAX return over 5 years is better than : 36.32 vs. PENNX (-4.05).
| PENNX | VSMAX | PENNX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 54 years | 26 years | - |
| Gain YTD | 19.372 | 14.645 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 189B | 1% |
| Annual Yield % from dividends | 0.40 | 1.18 | 34% |
| Returns for 1 year | 20.86 | 20.80 | 100% |
| Returns for 3 years | 23.45 | 44.84 | 52% |
| Returns for 5 years | -4.05 | 36.32 | -11% |
| Returns for 10 years | 9.11 | 153.13 | 6% |
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