VISVX vs. PVCMX
Compare and contrast key facts about Vanguard Small Cap Value Index Fund (VISVX) and Palm Valley Capital Fund Investor Class (PVCMX).
VISVX is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on May 21, 1998. PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019.
Performance
VISVX vs. PVCMX - Performance Comparison
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VISVX vs. PVCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VISVX Vanguard Small Cap Value Index Fund | 0.77% | 8.27% | 11.21% | 16.92% | -9.43% | 27.97% | 5.68% | 7.92% |
PVCMX Palm Valley Capital Fund Investor Class | 0.58% | 4.45% | 4.24% | 9.47% | 3.17% | 3.72% | 19.13% | 1.22% |
Returns By Period
In the year-to-date period, VISVX achieves a 0.77% return, which is significantly higher than PVCMX's 0.58% return.
VISVX
- 1D
- -0.41%
- 1M
- -7.12%
- YTD
- 0.77%
- 6M
- 2.78%
- 1Y
- 16.15%
- 3Y*
- 12.14%
- 5Y*
- 7.08%
- 10Y*
- 9.61%
PVCMX
- 1D
- 0.25%
- 1M
- -1.05%
- YTD
- 0.58%
- 6M
- 1.23%
- 1Y
- 4.45%
- 3Y*
- 5.18%
- 5Y*
- 4.37%
- 10Y*
- —
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VISVX vs. PVCMX - Expense Ratio Comparison
VISVX has a 0.19% expense ratio, which is lower than PVCMX's 1.30% expense ratio.
Return for Risk
VISVX vs. PVCMX — Risk / Return Rank
VISVX
PVCMX
VISVX vs. PVCMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Value Index Fund (VISVX) and Palm Valley Capital Fund Investor Class (PVCMX). 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.
| VISVX | PVCMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.92 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.44 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.52 | -0.50 |
Martin ratioReturn relative to average drawdown | 4.24 | 4.20 | +0.04 |
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
| VISVX | PVCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.92 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.84 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 1.04 | -0.66 |
Correlation
The correlation between VISVX and PVCMX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VISVX vs. PVCMX - Dividend Comparison
VISVX's dividend yield for the trailing twelve months is around 1.83%, less than PVCMX's 4.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISVX Vanguard Small Cap Value Index Fund | 1.83% | 1.28% | 1.86% | 1.98% | 1.90% | 1.63% | 1.58% | 1.95% | 2.20% | 1.68% | 1.42% | 1.85% |
PVCMX Palm Valley Capital Fund Investor Class | 4.77% | 4.80% | 6.95% | 4.84% | 2.30% | 1.98% | 2.70% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VISVX vs. PVCMX - Drawdown Comparison
The maximum VISVX drawdown since its inception was -62.15%, which is greater than PVCMX's maximum drawdown of -7.44%. Use the drawdown chart below to compare losses from any high point for VISVX and PVCMX.
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Drawdown Indicators
| VISVX | PVCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.15% | -7.44% | -54.71% |
Max Drawdown (1Y)Largest decline over 1 year | -14.15% | -2.81% | -11.34% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -7.44% | -17.16% |
Max Drawdown (10Y)Largest decline over 10 years | -45.39% | — | — |
Current DrawdownCurrent decline from peak | -8.26% | -1.85% | -6.41% |
Average DrawdownAverage peak-to-trough decline | -9.07% | -1.29% | -7.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 1.02% | +2.40% |
Volatility
VISVX vs. PVCMX - Volatility Comparison
Vanguard Small Cap Value Index Fund (VISVX) has a higher volatility of 4.89% compared to Palm Valley Capital Fund Investor Class (PVCMX) at 0.95%. This indicates that VISVX's price experiences larger fluctuations and is considered to be riskier than PVCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VISVX | PVCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 0.95% | +3.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 2.94% | +8.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.61% | 4.75% | +15.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.83% | 5.20% | +14.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 6.37% | +15.44% |