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VFPIX vs VSMAX
VFPIX vs VSMAX Comparison
Open Charts VFPIX vs VSMAX
Private Capital Management Value I
Price$19.94
Change-$0.30 (-1.48%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
VFPIX vs VSMAX Comparison Chart
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VFPIX 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 VFPIX is a StrongSell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. VFPIX (66M). VSMAX pays higher dividends than VFPIX: VSMAX (1.42) vs VFPIX (0.00). VFPIX was incepted earlier than VSMAX: VFPIX (14 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 : 43.56 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. VFPIX (40.74).
| VFPIX | VSMAX | VFPIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 27.168 | 15.803 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 43.56 | 30.28 | 144% |
| Returns for 3 years | 15.81 | 4.74 | 334% |
| Returns for 5 years | 40.74 | 55.62 | 73% |
| Returns for 10 years | 24.70 | 123.30 | 20% |
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