Ad is loading...
Ad is loading...
PSCRX vs VSIIX
PSCRX vs VSIIX Comparison
Open Charts PSCRX vs VSIIX
Putnam Small Cap Value R
Price$16.49
Change-$0.14 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PSCRX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSCRX vs. VSIIX commentary
Nov 18, 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 PSCRX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. PSCRX (290M). VSIIX pays higher dividends than PSCRX: VSIIX (2.02) vs PSCRX (0.40). PSCRX was incepted earlier than VSIIX: PSCRX (18 years) vs VSIIX (25 years). PSCRX is a more actively managed with annual turnover of: 72.00 vs. VSIIX (16.00). PSCRX has a lower initial minimum investment than VSIIX: PSCRX (500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 28.76 vs. PSCRX (24.16). PSCRX return over 5 years is better than : 61.53 vs. VSIIX (57.48).
| PSCRX | VSIIX | PSCRX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 9.714 | 15.492 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 57.6B | 1% |
| Annual Yield % from dividends | 0.40 | 2.02 | 20% |
| Returns for 1 year | 24.16 | 28.76 | 84% |
| Returns for 3 years | 4.30 | 13.30 | 32% |
| Returns for 5 years | 61.53 | 57.48 | 107% |
| Returns for 10 years | 14.92 | 108.84 | 14% |
View a ticker or compare two or three
VS
VS
Ad is loading...