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PCPTX vs VSIAX
PCPTX vs VSIAX Comparison
Open Charts PCPTX vs VSIAX
Principal SmallCap Value II R1
Price$11.24
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
PCPTX vs VSIAX Comparison Chart
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PCPTX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PCPTX (1.19B). 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 : 28.76 vs. PCPTX (20.79). VSIAX return over 5 years is better than : 57.44 vs. PCPTX (19.05).
| 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 | 8.915 | 15.498 | 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 | 2.01 | 22% |
| Returns for 1 year | 20.79 | 28.76 | 72% |
| Returns for 3 years | -16.25 | 13.29 | -122% |
| Returns for 5 years | 19.05 | 57.44 | 33% |
| Returns for 10 years | -15.07 | 108.79 | -14% |