Interact to see
Advertisement
Advertisement
PEQUX vs VTIAX
PEQUX vs VTIAX Comparison
Open Charts PEQUX vs VTIAX
PEQUX vs VTIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEQUX vs. VTIAX commentary
Aug 23, 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 Buy and VTIAX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 646B vs. PEQUX (1.07B). 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 : 30.76 vs. VTIAX (24.30). VTIAX return over 5 years is better than : 43.38 vs. PEQUX (22.72).
| 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 | 17.009 | 16.467 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 646B | 0% |
| Annual Yield % from dividends | 6.17 | 2.55 | 242% |
| Returns for 1 year | 30.76 | 24.30 | 127% |
| Returns for 3 years | 79.93 | 65.42 | 122% |
| Returns for 5 years | 22.72 | 43.38 | 52% |
| Returns for 10 years | 101.90 | 100.45 | 101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RSLFX | 88.65 | 0.73 | +0.83% |
| American Funds SMALLCAP World R-5 | |||
| GOGFX | 47.70 | 0.31 | +0.65% |
| Victory Sycamore Small Company Opp R | |||
| AYBLX | 14.52 | 0.02 | +0.14% |
| Victory Pioneer Balanced Y | |||
| JCAVX | 9.33 | 0.01 | +0.11% |
| JHFunds2 Capital Appreciation Value NAV | |||
| MENRX | 10.04 | 0.01 | +0.10% |
| Madison Covered Call & Equity Income R6 | |||