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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
Aug 03, 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 StrongBuy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. PEQUX (1.03B). PEQUX pays higher dividends than VTIAX: PEQUX (6.17) vs VTIAX (2.55). 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 annual gain was more profitable for investors over the last year : 29.45 vs. VTIAX (24.88). VTIAX return over 5 years is better than : 36.68 vs. PEQUX (15.37).
| 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 | 12.905 | 12.511 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 650B | 0% |
| Annual Yield % from dividends | 6.17 | 2.55 | 242% |
| Returns for 1 year | 29.45 | 24.88 | 118% |
| Returns for 3 years | 65.08 | 51.13 | 127% |
| Returns for 5 years | 15.37 | 36.68 | 42% |
| Returns for 10 years | 98.26 | 99.28 | 99% |
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