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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
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. PENNX (2.12B). VSMAX pays higher dividends than PENNX: VSMAX (1.21) vs PENNX (0.41). 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). VSMAX annual gain was more profitable for investors over the last year : 25.65 vs. PENNX (21.89). VSMAX return over 5 years is better than : 40.87 vs. PENNX (-2.57).
| 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 | 23.810 | 20.092 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 183B | 1% |
| Annual Yield % from dividends | 0.41 | 1.21 | 34% |
| Returns for 1 year | 21.89 | 25.65 | 85% |
| Returns for 3 years | 31.82 | 56.82 | 56% |
| Returns for 5 years | -2.57 | 40.87 | -6% |
| Returns for 10 years | 11.88 | 164.02 | 7% |
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