Ad is loading...
VFPIX vs VSMAX
VFPIX vs VSMAX Comparison
Open Charts VFPIX vs VSMAX
Private Capital Management Value I
Price$16.42
Change-$0.97 (-5.58%)
VolumeN/A
Net Assets65.08M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
VFPIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VFPIX vs. VSMAX commentary
Apr 04, 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 VFPIX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. VFPIX (65.1M). VSMAX pays higher dividends than VFPIX: VSMAX (1.52) vs VFPIX (0.00). VFPIX was incepted earlier than VSMAX: VFPIX (15 years) vs VSMAX (24 years). VFPIX (1.43) is less costly to investors than VSMAX (0.05). VFPIX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (12.00). 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 : 10.48 vs. VSMAX (1.20). VFPIX return over 5 years is better than : 165.68 vs. VSMAX (115.95).
| VFPIX | VSMAX | VFPIX / VSMAX | |
| Total Expense Ratio | 1.21 | 0.05 | 2,420% |
| Annual Report Gross Expense Ratio | 1.43 | 0.05 | 2,860% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | -8.087 | -5.824 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | 10.48 | 1.20 | 870% |
| Returns for 3 years | 17.39 | 6.53 | 266% |
| Returns for 5 years | 165.68 | 115.95 | 143% |
| Returns for 10 years | 8.69 | 91.10 | 10% |
View a ticker or compare two or three
VS
VS
Ad is loading...