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PSEPX vs VVIAX
PSEPX vs VVIAX Comparison
Open Charts PSEPX vs VVIAX
1789 Growth and Income P
Price$18.42
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets31.75M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
PSEPX vs VVIAX Comparison Chart
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PSEPX vs. VVIAX commentary
Feb 23, 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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. PSEPX (31.7M). VVIAX pays higher dividends than PSEPX: VVIAX (2.36) vs PSEPX (1.90). PSEPX was incepted earlier than VVIAX: PSEPX (12 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. PSEPX (9.00). 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 : 13.46 vs. PSEPX (11.49). VVIAX return over 5 years is better than : 47.22 vs. PSEPX (32.66).
| PSEPX | VVIAX | PSEPX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 1.209 | 4.164 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 193B | 0% |
| Annual Yield % from dividends | 1.90 | 2.36 | 80% |
| Returns for 1 year | 11.49 | 13.46 | 85% |
| Returns for 3 years | 17.04 | 23.94 | 71% |
| Returns for 5 years | 32.66 | 47.22 | 69% |
| Returns for 10 years | 63.58 | 105.55 | 60% |
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