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PEVAX vs VSIIX
PEVAX vs VSIIX Comparison
Open Charts PEVAX vs VSIIX
PACE Small/Medium Co Value Equity A
Price$14.21
Change+$1.20 (+9.22%)
VolumeN/A
Net AssetsN/A
Vanguard Small Cap Value Index I
Price$42.46
Change+$3.35 (+8.57%)
VolumeN/A
Net Assets53.62B
PEVAX vs VSIIX Comparison Chart
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PEVAX vs. VSIIX commentary
Apr 11, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX pays higher dividends than PEVAX: VSIIX (2.28) vs PEVAX (0.74). PEVAX was incepted earlier than VSIIX: PEVAX (24 years) vs VSIIX (25 years). PEVAX (1.29) is less costly to investors than VSIIX (0.06). PEVAX is a more actively managed with annual turnover of: 119.00 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 : -13.29 vs. PEVAX (-31.11). VSIIX return over 5 years is better than : 69.81 vs. PEVAX (-4.84).
| PEVAX | VSIIX | PEVAX / VSIIX | |
| Total Expense Ratio | 1.29 | 0.06 | 2,150% |
| Annual Report Gross Expense Ratio | 1.29 | 0.06 | 2,150% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -20.184 | -17.717 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 53.6B | - |
| Annual Yield % from dividends | 0.74 | 2.28 | 32% |
| Returns for 1 year | -31.11 | -13.29 | 234% |
| Returns for 3 years | -39.68 | -3.70 | 1,072% |
| Returns for 5 years | -4.84 | 69.81 | -7% |
| Returns for 10 years | -35.30 | 55.00 | -64% |
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