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RPFIX vs VSMAX
RPFIX vs VSMAX Comparison
Open Charts RPFIX vs VSMAX
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
RPFIX vs VSMAX Comparison Chart
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VS
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RPFIX vs. VSMAX commentary
Nov 18, 2024
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 RPFIX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. RPFIX (1.42B). VSMAX pays higher dividends than RPFIX: VSMAX (1.42) vs RPFIX (0.10). RPFIX was incepted earlier than VSMAX: RPFIX (22 years) vs VSMAX (24 years). RPFIX is a more actively managed with annual turnover of: 15.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than RPFIX: VSMAX (3000) vs RPFIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. RPFIX (12.05). VSMAX return over 5 years is better than : 55.62 vs. RPFIX (-16.39).
| RPFIX | VSMAX | RPFIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 7.430 | 15.803 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 151B | 1% |
| Annual Yield % from dividends | 0.10 | 1.42 | 7% |
| Returns for 1 year | 12.05 | 30.28 | 40% |
| Returns for 3 years | -22.65 | 4.74 | -478% |
| Returns for 5 years | -16.39 | 55.62 | -29% |
| Returns for 10 years | -41.88 | 123.30 | -34% |