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PACOX vs VTSMX
PACOX vs VTSMX Comparison
Open Charts PACOX vs VTSMX
T. Rowe Price U.S. Equity Research Adv
Price$59.17
Change-$0.70 (-1.17%)
VolumeN/A
Net Assets14.11B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PACOX vs VTSMX Comparison Chart
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PACOX vs. VTSMX commentary
Jun 15, 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 PACOX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PACOX (14.1B). VTSMX pays higher dividends than PACOX: VTSMX (1.18) vs PACOX (0.27). PACOX was incepted earlier than VTSMX: PACOX (20 years) vs VTSMX (33 years). PACOX (0.83) is less costly to investors than VTSMX (0.14). PACOX is a more actively managed with annual turnover of: 47.00 vs. VTSMX (2.00). PACOX has a lower initial minimum investment than VTSMX: PACOX (2500) vs VTSMX (3000). VTSMX (10.06) and PACOX (9.90) have marching annual gain over last year. PACOX return over 5 years is better than : 106.02 vs. VTSMX (91.36).
| PACOX | VTSMX | PACOX / VTSMX | |
| Total Expense Ratio | 0.83 | 0.14 | 593% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 1.371 | 1.349 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 1.82T | 1% |
| Annual Yield % from dividends | 0.27 | 1.18 | 23% |
| Returns for 1 year | 9.90 | 10.06 | 98% |
| Returns for 3 years | 70.28 | 57.59 | 122% |
| Returns for 5 years | 106.02 | 91.36 | 116% |
| Returns for 10 years | 157.85 | 178.92 | 88% |
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