Ad is loading...
VFPIX vs VSMAX
VFPIX vs VSMAX Comparison
Open Charts VFPIX vs VSMAX
Private Capital Management Value I
Price$19.31
Change-$0.22 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VFPIX vs VSMAX Comparison Chart
Loading...
VFPIX vs. VSMAX commentary
Sep 21, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. VFPIX (62.4M). 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 : 34.94 vs. VSMAX (25.54). VSMAX return over 5 years is better than : 53.45 vs. VFPIX (39.36).
| 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 | 23.151 | 10.898 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.4M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 34.94 | 25.54 | 137% |
| Returns for 3 years | 26.20 | 8.91 | 294% |
| Returns for 5 years | 39.36 | 53.45 | 74% |
| Returns for 10 years | 28.07 | 121.55 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGLAX | 13.80 | 0.04 | +0.29% |
| Brookfield Global Listed InfrastructureA | |||
| MRCGX | 32.22 | N/A | N/A |
| Meridian Growth C | |||
| AISZX | 18.00 | N/A | N/A |
| Alger SmallCap Growth Institutional Z-2 | |||
| VSEMX | 221.46 | -1.60 | -0.72% |
| Vanguard Extended Market Index Instl Sel | |||
| NDVCX | 17.48 | -0.17 | -0.96% |
| MFS New Discovery Value C | |||