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PCPTX vs VISVX
PCPTX vs VISVX Comparison
Open Charts PCPTX vs VISVX
Principal SmallCap Value II R1
Price$11.24
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PCPTX vs VISVX Comparison Chart
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PCPTX vs. VISVX commentary
Nov 18, 2024
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 PCPTX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PCPTX (1.19B). VISVX pays higher dividends than PCPTX: VISVX (1.90) vs PCPTX (0.44). PCPTX was incepted earlier than VISVX: PCPTX (20 years) vs VISVX (27 years). PCPTX is a more actively managed with annual turnover of: 65.20 vs. VISVX (16.00). PCPTX has a lower initial minimum investment than VISVX: PCPTX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 28.71 vs. PCPTX (20.79). VISVX return over 5 years is better than : 57.32 vs. PCPTX (19.05).
| PCPTX | VISVX | PCPTX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 8.915 | 15.433 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 0.44 | 1.90 | 23% |
| Returns for 1 year | 20.79 | 28.71 | 72% |
| Returns for 3 years | -16.25 | 13.23 | -123% |
| Returns for 5 years | 19.05 | 57.32 | 33% |
| Returns for 10 years | -15.07 | 108.21 | -14% |