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PEVAX vs VSIIX
PEVAX vs VSIIX Comparison
Open Charts PEVAX vs VSIIX
PACE Small/Medium Co Value Equity A
Price$16.28
Change-$0.61 (-3.61%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
PEVAX vs VSIIX Comparison Chart
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PEVAX vs. VSIIX commentary
Dec 19, 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 Hold and VSIIX is a Hold.
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 : 16.22 vs. PEVAX (-4.91). VSIIX return over 5 years is better than : 52.86 vs. PEVAX (-10.81).
| 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 | -6.481 | 15.027 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 63B | - |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | -4.91 | 16.22 | -30% |
| Returns for 3 years | -22.92 | 20.66 | -111% |
| Returns for 5 years | -10.81 | 52.86 | -20% |
| Returns for 10 years | -11.39 | 105.75 | -11% |