PEQUX
Price
$20.83
Change
-$0.07 (-0.33%)
Updated
Jun 17 closing price
Net Assets
1.04B
VTIAX
Price
$46.20
Change
-$0.25 (-0.54%)
Updated
Jun 17 closing price
Net Assets
652.3B
Interact to see
Advertisement

PEQUX vs VTIAX

PEQUX vs VTIAX Comparison Chart in %
View a ticker or compare two or three
VS
PEQUX vs. VTIAX commentary
Jun 18, 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.

Interact to see
Advertisement
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). VTIAX (29.17) and PEQUX (28.28) have marching annual gain over last year. VTIAX return over 5 years is better than : 38.68 vs. PEQUX (15.75).
PEQUXVTIAXPEQUX / VTIAX
Total Expense Ratio1.140.091,267%
Annual Report Gross Expense Ratio1.140.091,267%
Fund Existence32 years16 years-
Gain YTD12.85114.65188%
Front Load6%N/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B652B0%
Annual Yield % from dividends6.212.63237%
Returns for 1 year28.2829.1797%
Returns for 3 years66.7655.77120%
Returns for 5 years15.7538.6841%
Returns for 10 years106.28113.0694%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FLMFX11.07N/A
N/A
Meeder Muirfield Retail
NSMRX41.18N/A
N/A
Nuveen Small/Mid-Cap Value I
FVADX72.05N/A
N/A
Franklin Small Cap Value Adv
RSLDX85.11N/A
N/A
American Funds SMALLCAP World R5E
OFAVX28.90N/A
N/A
Olstein All Cap Value A