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PEQUX vs VTIAX
PEQUX vs VTIAX Comparison
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PEQUX vs VTIAX Comparison Chart in %
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PEQUX vs. VTIAX commentary
Jun 27, 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 PEQUX is a Hold and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 652B vs. PEQUX (1.04B). PEQUX pays higher dividends than VTIAX: PEQUX (6.21) vs VTIAX (2.63). PEQUX was incepted earlier than VTIAX: PEQUX (32 years) vs VTIAX (16 years). PEQUX (1.14) is less costly to investors than VTIAX (0.09). PEQUX is a more actively managed with annual turnover of: 29.00 vs. VTIAX (4.00). PEQUX has a lower initial minimum investment than VTIAX: PEQUX (0) vs VTIAX (3000). PEQUX (26.17) and VTIAX (24.90) have marching annual gain over last year. VTIAX return over 5 years is better than : 33.77 vs. PEQUX (14.44).
| PEQUX | VTIAX | PEQUX / VTIAX | |
| Total Expense Ratio | 1.14 | 0.09 | 1,267% |
| Annual Report Gross Expense Ratio | 1.14 | 0.09 | 1,267% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 13.607 | 12.808 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 652B | 0% |
| Annual Yield % from dividends | 6.21 | 2.63 | 237% |
| Returns for 1 year | 26.17 | 24.90 | 105% |
| Returns for 3 years | 71.53 | 57.17 | 125% |
| Returns for 5 years | 14.44 | 33.77 | 43% |
| Returns for 10 years | 112.46 | 113.44 | 99% |
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