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PENNX vs VSCPX
PENNX vs VSCPX Comparison
Open Charts PENNX vs VSCPX
Royce Small-Cap Fund Invmt
Price$9.63
Change+$0.09 (+0.94%)
VolumeN/A
Net Assets1.8B
Vanguard Small Cap Index InstlPlus
Price$352.54
Change+$3.39 (+0.97%)
VolumeN/A
Net Assets161.26B
PENNX vs VSCPX Comparison Chart in %
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PENNX vs. VSCPX commentary
Sep 29, 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 PENNX is a Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. PENNX (1.8B). VSCPX pays higher dividends than PENNX: VSCPX (1.33) vs PENNX (0.53). 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). VSCPX annual gain was more profitable for investors over the last year : 8.04 vs. PENNX (-3.09). VSCPX return over 5 years is better than : 71.78 vs. PENNX (18.19).
| 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 | 6.645 | 6.250 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 161B | 1% |
| Annual Yield % from dividends | 0.53 | 1.33 | 40% |
| Returns for 1 year | -3.09 | 8.04 | -39% |
| Returns for 3 years | 34.32 | 50.86 | 67% |
| Returns for 5 years | 18.19 | 71.78 | 25% |
| Returns for 10 years | -10.80 | 149.06 | -7% |
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