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PSEPX vs VVIAX
PSEPX vs VVIAX Comparison
Open Charts PSEPX vs VVIAX
1789 Growth and Income P
Price$18.14
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets31.05M
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
PSEPX vs VVIAX Comparison Chart
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PSEPX vs. VVIAX commentary
Apr 03, 2025
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 PSEPX is a StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PSEPX (31M). VVIAX pays higher dividends than PSEPX: VVIAX (2.26) vs PSEPX (1.23). PSEPX was incepted earlier than VVIAX: PSEPX (12 years) vs VVIAX (24 years). PSEPX (1.03) is less costly to investors than VVIAX (0.05). PSEPX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (10.00). PSEPX has a lower initial minimum investment than VVIAX: PSEPX (2000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.07 vs. PSEPX (4.85). VVIAX return over 5 years is better than : 100.53 vs. PSEPX (70.84).
| PSEPX | VVIAX | PSEPX / VVIAX | |
| Total Expense Ratio | 1.03 | 0.05 | 2,060% |
| Annual Report Gross Expense Ratio | 1.03 | 0.05 | 2,060% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -0.538 | 1.830 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 195B | 0% |
| Annual Yield % from dividends | 1.23 | 2.26 | 54% |
| Returns for 1 year | 4.85 | 7.07 | 69% |
| Returns for 3 years | 10.32 | 16.40 | 63% |
| Returns for 5 years | 70.84 | 100.53 | 70% |
| Returns for 10 years | 62.98 | 107.06 | 59% |