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PVCIX vs VISVX
PVCIX vs VISVX Comparison
Open Charts PVCIX vs VISVX
Palm Valley Capital Institutional
Price$12.35
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets229.17M
Vanguard Small Cap Value Index I
Price$47.58
Change-$0.43 (-0.90%)
VolumeN/A
Net Assets55.61B
PVCIX vs VISVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. PVCIX (229M). PVCIX pays higher dividends than VISVX: PVCIX (3.95) vs VISVX (1.95). PVCIX was incepted earlier than VISVX: PVCIX (2 years) vs VISVX (27 years). PVCIX (1.29) is less costly to investors than VISVX (0.19). PVCIX is a more actively managed with annual turnover of: 64.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PVCIX: VISVX (3000) vs PVCIX (500000). VISVX annual gain was more profitable for investors over the last year : 1.60 vs. PVCIX (-0.33).
| PVCIX | VISVX | PVCIX / VISVX | |
| Total Expense Ratio | 1.01 | 0.19 | 532% |
| Annual Report Gross Expense Ratio | 1.29 | 0.19 | 679% |
| Fund Existence | 2 years | 27 years | - |
| Gain YTD | 1.561 | 1.265 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 55.6B | 0% |
| Annual Yield % from dividends | 3.95 | 1.95 | 202% |
| Returns for 1 year | -0.33 | 1.60 | -21% |
| Returns for 3 years | N/A | 23.65 | - |
| Returns for 5 years | N/A | 84.85 | - |
| Returns for 10 years | N/A | 97.10 | - |
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