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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 05, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. PENNX (2.1B). 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). VSMAX annual gain was more profitable for investors over the last year : 24.74 vs. PENNX (22.56). VSMAX return over 5 years is better than : 35.21 vs. PENNX (-4.61).
| 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 | 21.320 | 16.696 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 183B | 1% |
| Annual Yield % from dividends | 0.40 | 1.18 | 34% |
| Returns for 1 year | 22.56 | 24.74 | 91% |
| Returns for 3 years | 29.32 | 52.19 | 56% |
| Returns for 5 years | -4.61 | 35.21 | -13% |
| Returns for 10 years | 15.07 | 168.92 | 9% |
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