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PEVAX vs VSIIX
PEVAX vs VSIIX Comparison
Open Charts PEVAX vs VSIIX
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 I
Price$49.78
Change+$0.54 (+1.10%)
VolumeN/A
Net Assets58.32B
PEVAX vs VSIIX Comparison Chart
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PEVAX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
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 : 17.44 vs. PEVAX (-4.73). VSIIX return over 5 years is better than : 57.90 vs. PEVAX (-8.90).
| 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 | 2.883 | 3.424 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 58.3B | - |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | -4.73 | 17.44 | -27% |
| Returns for 3 years | -22.92 | 21.68 | -106% |
| Returns for 5 years | -8.90 | 57.90 | -15% |
| Returns for 10 years | -9.65 | 107.65 | -9% |