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PEVAX vs VSIAX
PEVAX vs VSIAX Comparison
Open Charts PEVAX vs VSIAX
PACE Small/Medium Co Value Equity A
Price$16.97
Change+$0.20 (+1.19%)
VolumeN/A
Net AssetsN/A
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
PEVAX vs VSIAX Comparison Chart
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PEVAX vs. VSIAX commentary
Jan 31, 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 PEVAX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX pays higher dividends than PEVAX: VSIAX (2.01) vs PEVAX (0.46). PEVAX was incepted earlier than VSIAX: PEVAX (24 years) vs VSIAX (13 years). PEVAX is a more actively managed with annual turnover of: 36.00 vs. VSIAX (16.00). PEVAX has a lower initial minimum investment than VSIAX: PEVAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 17.45 vs. PEVAX (-4.73). VSIAX return over 5 years is better than : 57.90 vs. PEVAX (-8.90).
| PEVAX | VSIAX | PEVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 2.883 | 3.440 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 58.3B | - |
| Annual Yield % from dividends | 0.46 | 2.01 | 23% |
| Returns for 1 year | -4.73 | 17.45 | -27% |
| Returns for 3 years | -22.92 | 21.69 | -106% |
| Returns for 5 years | -8.90 | 57.90 | -15% |
| Returns for 10 years | -9.65 | 107.64 | -9% |