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PCPTX vs VSIAX
PCPTX vs VSIAX Comparison
Open Charts PCPTX vs VSIAX
Principal SmallCap Value II R1
Price$10.85
Change-$0.14 (-1.27%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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PCPTX vs VSIAX Comparison Chart
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PCPTX vs. VSIAX commentary
Sep 21, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. PCPTX (1.18B). VSIAX pays higher dividends than PCPTX: VSIAX (2.01) vs PCPTX (0.44). PCPTX was incepted earlier than VSIAX: PCPTX (20 years) vs VSIAX (13 years). PCPTX is a more actively managed with annual turnover of: 65.20 vs. VSIAX (16.00). PCPTX has a lower initial minimum investment than VSIAX: PCPTX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 21.77 vs. PCPTX (14.39). VSIAX return over 5 years is better than : 55.85 vs. PCPTX (16.39).
| PCPTX | VSIAX | PCPTX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 4.360 | 10.460 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 57.3B | 2% |
| Annual Yield % from dividends | 0.44 | 2.01 | 22% |
| Returns for 1 year | 14.39 | 21.77 | 66% |
| Returns for 3 years | -10.84 | 17.82 | -61% |
| Returns for 5 years | 16.39 | 55.85 | 29% |
| Returns for 10 years | -17.82 | 102.73 | -17% |