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PCPTX vs VSIIX
PCPTX vs VSIIX Comparison
Open Charts PCPTX vs VSIIX
Principal SmallCap Value II R1
Price$10.85
Change-$0.14 (-1.27%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
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PCPTX vs VSIIX Comparison Chart
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PCPTX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. PCPTX (1.18B). VSIIX pays higher dividends than PCPTX: VSIIX (2.02) vs PCPTX (0.44). PCPTX was incepted earlier than VSIIX: PCPTX (20 years) vs VSIIX (25 years). PCPTX is a more actively managed with annual turnover of: 65.20 vs. VSIIX (16.00). PCPTX has a lower initial minimum investment than VSIIX: PCPTX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 21.77 vs. PCPTX (14.39). VSIIX return over 5 years is better than : 55.85 vs. PCPTX (16.39).
| PCPTX | VSIIX | PCPTX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 4.360 | 10.459 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 57.3B | 2% |
| Annual Yield % from dividends | 0.44 | 2.02 | 22% |
| Returns for 1 year | 14.39 | 21.77 | 66% |
| Returns for 3 years | -10.84 | 17.80 | -61% |
| Returns for 5 years | 16.39 | 55.85 | 29% |
| Returns for 10 years | -17.82 | 102.79 | -17% |
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