PBFDX
Price
$38.69
Change
+$0.22 (+0.57%)
Updated
Jan 15 closing price
Net Assets
325.81M
VTSMX
Price
$166.44
Change
+$0.53 (+0.32%)
Updated
Jan 15 closing price
Net Assets
2.06T
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PBFDX vs VTSMX

Header iconPBFDX vs VTSMX Comparison
Open Charts PBFDX vs VTSMXBanner chart's image
Payson Total Return
Price$38.69
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets325.81M
Vanguard Total Stock Mkt Idx I
Price$166.44
Change+$0.53 (+0.32%)
VolumeN/A
Net Assets2.06T
PBFDX vs VTSMX Comparison Chart in %
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PBFDX vs. VTSMX commentary
Jan 16, 2026

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 PBFDX is a Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. PBFDX (326M). VTSMX pays higher dividends than PBFDX: VTSMX (1.02) vs PBFDX (0.18). PBFDX was incepted earlier than VTSMX: PBFDX (34 years) vs VTSMX (34 years). PBFDX (0.81) is less costly to investors than VTSMX (0.14). PBFDX is a more actively managed with annual turnover of: 67.00 vs. VTSMX (2.00). PBFDX has a lower initial minimum investment than VTSMX: PBFDX (2000) vs VTSMX (3000). PBFDX annual gain was more profitable for investors over the last year : 22.11 vs. VTSMX (18.29). VTSMX return over 5 years is better than : 73.62 vs. PBFDX (57.63).
PBFDXVTSMXPBFDX / VTSMX
Total Expense Ratio0.810.14579%
Annual Report Gross Expense Ratio0.810.14579%
Fund Existence34 years34 years-
Gain YTD2.2591.679135%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets326M2.06T0%
Annual Yield % from dividends0.181.0218%
Returns for 1 year22.1118.29121%
Returns for 3 years58.4170.8982%
Returns for 5 years57.6373.6278%
Returns for 10 years221.20270.3482%
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