PENNX
Price
$11.08
Change
+$0.10 (+0.91%)
Updated
Jun 12 closing price
Net Assets
2.08B
VSMAX
Price
$142.05
Change
+$0.96 (+0.68%)
Updated
Jun 12 closing price
Net Assets
182.65B
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PENNX vs VSMAX

Header iconPENNX vs VSMAX Comparison
Open Charts PENNX vs VSMAXBanner chart's image
PENNX vs VSMAX Comparison Chart in %
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VS
PENNX vs. VSMAX commentary
Jun 14, 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 StrongBuy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. PENNX (2.08B). VSMAX pays higher dividends than PENNX: VSMAX (1.19) vs PENNX (0.42). 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 : 27.44 vs. PENNX (26.08). VSMAX return over 5 years is better than : 32.31 vs. PENNX (-7.11).
PENNXVSMAXPENNX / VSMAX
Total Expense Ratio0.950.051,900%
Annual Report Gross Expense Ratio0.950.051,900%
Fund Existence54 years26 years-
Gain YTD19.91315.050132%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets2.08B183B1%
Annual Yield % from dividends0.421.1936%
Returns for 1 year26.0827.4495%
Returns for 3 years29.2951.6157%
Returns for 5 years-7.1132.31-22%
Returns for 10 years14.53169.199%
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