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VFPIX vs VSMAX
VFPIX vs VSMAX Comparison
Open Charts VFPIX vs VSMAX
Private Capital Management Value I
Price$18.38
Change-$0.60 (-3.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
VFPIX vs VSMAX Comparison Chart
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VFPIX vs. VSMAX commentary
Dec 19, 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 VFPIX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. VFPIX (68.4M). VSMAX pays higher dividends than VFPIX: VSMAX (1.42) vs VFPIX (0.00). VFPIX was incepted earlier than VSMAX: VFPIX (15 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. VFPIX (6.00). VSMAX has a lower initial minimum investment than VFPIX: VSMAX (3000) vs VFPIX (5000). VFPIX annual gain was more profitable for investors over the last year : 27.21 vs. VSMAX (19.58). VFPIX return over 5 years is better than : 56.99 vs. VSMAX (53.97).
| VFPIX | VSMAX | VFPIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 21.046 | 18.049 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.4M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 27.21 | 19.58 | 139% |
| Returns for 3 years | 28.49 | 15.80 | 180% |
| Returns for 5 years | 56.99 | 53.97 | 106% |
| Returns for 10 years | 23.60 | 125.00 | 19% |
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