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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
Sep 10, 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: 185B vs. PENNX (2.02B). VSMAX pays higher dividends than PENNX: VSMAX (1.20) 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 : 17.58 vs. PENNX (13.38). VSMAX return over 5 years is better than : 35.94 vs. PENNX (-6.92).
| 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 | 16.991 | 15.593 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 185B | 1% |
| Annual Yield % from dividends | 0.42 | 1.20 | 35% |
| Returns for 1 year | 13.38 | 17.58 | 76% |
| Returns for 3 years | 25.85 | 53.29 | 49% |
| Returns for 5 years | -6.92 | 35.94 | -19% |
| Returns for 10 years | 7.76 | 157.35 | 5% |
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