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PENNX vs VSCPX
PENNX vs VSCPX Comparison
Open Charts PENNX vs VSCPX
Royce Small-Cap Fund Invmt
Price$10.02
Change+$0.42 (+4.37%)
VolumeN/A
Net Assets1.91B
Vanguard Small Cap Index InstlPlus
Price$376.44
Change+$22.71 (+6.42%)
VolumeN/A
Net Assets162.31B
PENNX vs VSCPX Comparison Chart in %
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PENNX vs. VSCPX commentary
Feb 04, 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 PENNX is a Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. PENNX (1.91B). VSCPX pays higher dividends than PENNX: VSCPX (1.29) vs PENNX (0.46). PENNX was incepted earlier than VSCPX: PENNX (53 years) vs VSCPX (15 years). PENNX (0.93) is less costly to investors than VSCPX (0.03). PENNX is a more actively managed with annual turnover of: 37.00 vs. VSCPX (13.00). PENNX has a lower initial minimum investment than VSCPX: PENNX (2000) vs VSCPX (100000000). PENNX (10.88) and VSCPX (10.72) have marching annual gain over last year. VSCPX return over 5 years is better than : 31.96 vs. PENNX (-7.94).
| PENNX | VSCPX | PENNX / VSCPX | |
| Total Expense Ratio | 0.93 | 0.03 | 3,100% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 53 years | 15 years | - |
| Gain YTD | 8.442 | 5.537 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 162B | 1% |
| Annual Yield % from dividends | 0.46 | 1.29 | 36% |
| Returns for 1 year | 10.88 | 10.72 | 102% |
| Returns for 3 years | 17.19 | 33.13 | 52% |
| Returns for 5 years | -7.94 | 31.96 | -25% |
| Returns for 10 years | 20.72 | 186.98 | 11% |
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