PVIVX vs. VSIAX
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
PVIVX vs. VSIAX - Performance Comparison
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PVIVX vs. VSIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | -1.09% | -4.81% | 13.48% | 17.89% | -20.62% | 27.94% | 46.96% | 22.38% | -10.88% | 15.82% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 0.80% | 9.09% | 11.34% | 17.06% | -9.31% | 28.10% | 5.80% | 22.76% | -12.24% | 11.80% |
Returns By Period
In the year-to-date period, PVIVX achieves a -1.09% return, which is significantly lower than VSIAX's 0.80% return. Over the past 10 years, PVIVX has outperformed VSIAX with an annualized return of 11.35%, while VSIAX has yielded a comparatively lower 9.83% annualized return.
PVIVX
- 1D
- -1.90%
- 1M
- -11.09%
- YTD
- -1.09%
- 6M
- -5.57%
- 1Y
- 10.38%
- 3Y*
- 5.63%
- 5Y*
- 1.56%
- 10Y*
- 11.35%
VSIAX
- 1D
- -0.40%
- 1M
- -7.12%
- YTD
- 0.80%
- 6M
- 2.85%
- 1Y
- 16.28%
- 3Y*
- 12.51%
- 5Y*
- 7.35%
- 10Y*
- 9.83%
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PVIVX vs. VSIAX - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than VSIAX's 0.07% expense ratio.
Return for Risk
PVIVX vs. VSIAX — Risk / Return Rank
PVIVX
VSIAX
PVIVX vs. VSIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PVIVX | VSIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.81 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.69 | 1.27 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.17 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.03 | -0.57 |
Martin ratioReturn relative to average drawdown | 1.28 | 4.28 | -3.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PVIVX | VSIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.81 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.37 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.44 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.55 | -0.53 |
Correlation
The correlation between PVIVX and VSIAX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PVIVX vs. VSIAX - Dividend Comparison
PVIVX's dividend yield for the trailing twelve months is around 16.11%, more than VSIAX's 1.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | 16.11% | 15.93% | 6.40% | 0.00% | 0.00% | 1.11% | 5.25% | 0.01% | 14.09% | 6.88% | 3.61% | 1.32% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 1.95% | 1.95% | 1.98% | 2.10% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
PVIVX vs. VSIAX - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -95.67%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for PVIVX and VSIAX.
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Drawdown Indicators
| PVIVX | VSIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.67% | -45.39% | -50.28% |
Max Drawdown (1Y)Largest decline over 1 year | -14.84% | -14.16% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -95.67% | -24.09% | -71.58% |
Max Drawdown (10Y)Largest decline over 10 years | -95.67% | -45.39% | -50.28% |
Current DrawdownCurrent decline from peak | -94.57% | -8.24% | -86.33% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -5.54% | -10.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 3.42% | +2.02% |
Volatility
PVIVX vs. VSIAX - Volatility Comparison
Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 8.39% compared to Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) at 4.89%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVIVX | VSIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 4.89% | +3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 11.03% | +6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.19% | 20.62% | +8.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 887.36% | 19.83% | +867.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.66% | 22.44% | +605.22% |