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PEVAX vs VSIIX
PEVAX vs VSIIX Comparison
Open Charts PEVAX vs VSIIX
PACE Small/Medium Co Value Equity A
Price$19.33
Change-$0.20 (-1.02%)
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
VS
PEVAX vs VSIIX Comparison Chart
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PEVAX 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 PEVAX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. PEVAX (272M). VSIIX pays higher dividends than PEVAX: VSIIX (2.02) vs PEVAX (0.46). PEVAX was incepted earlier than VSIIX: PEVAX (24 years) vs VSIIX (25 years). PEVAX is a more actively managed with annual turnover of: 36.00 vs. VSIIX (16.00). PEVAX has a lower initial minimum investment than VSIIX: PEVAX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 25.85 vs. PEVAX (19.25). VSIIX return over 5 years is better than : 57.12 vs. PEVAX (5.92).
| PEVAX | VSIIX | PEVAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 6.326 | 11.364 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 57.3B | 0% |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | 19.25 | 25.85 | 74% |
| Returns for 3 years | -22.71 | 21.47 | -106% |
| Returns for 5 years | 5.92 | 57.12 | 10% |
| Returns for 10 years | -7.71 | 109.23 | -7% |
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