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PSTWX vs VSIAX
PSTWX vs VSIAX Comparison
Open Charts PSTWX vs VSIAX
Principal SmallCap Value II R4
Price$12.76
Change-$0.09 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
PSTWX vs VSIAX Comparison Chart
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PSTWX vs. VSIAX 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 PSTWX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PSTWX (1.19B). VSIAX pays higher dividends than PSTWX: VSIAX (2.01) vs PSTWX (0.79). PSTWX was incepted earlier than VSIAX: PSTWX (20 years) vs VSIAX (13 years). PSTWX is a more actively managed with annual turnover of: 65.20 vs. VSIAX (16.00). PSTWX has a lower initial minimum investment than VSIAX: PSTWX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 28.76 vs. PSTWX (21.75). VSIAX return over 5 years is better than : 57.44 vs. PSTWX (25.65).
| PSTWX | VSIAX | PSTWX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 9.434 | 15.498 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 0.79 | 2.01 | 40% |
| Returns for 1 year | 21.75 | 28.76 | 76% |
| Returns for 3 years | -12.48 | 13.29 | -94% |
| Returns for 5 years | 25.65 | 57.44 | 45% |
| Returns for 10 years | -4.68 | 108.79 | -4% |