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VFPIX vs VSMAX
VFPIX vs VSMAX Comparison
Open Charts VFPIX vs VSMAX
Private Capital Management Value I
Price$18.67
Change-$0.39 (-2.05%)
VolumeN/A
Net Assets68.78M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
VFPIX vs VSMAX Comparison Chart
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VS
VFPIX vs. VSMAX commentary
Feb 23, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. VFPIX (68.8M). 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 : 20.84 vs. VSMAX (11.25). VFPIX return over 5 years is better than : 55.03 vs. VSMAX (44.48).
| 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 | -1.321 | -0.304 | 435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.8M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 20.84 | 11.25 | 185% |
| Returns for 3 years | 33.33 | 18.86 | 177% |
| Returns for 5 years | 55.03 | 44.48 | 124% |
| Returns for 10 years | 17.10 | 105.78 | 16% |
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