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PPSFX vs VIVAX
PPSFX vs VIVAX Comparison
Open Charts PPSFX vs VIVAX
Principal Large Cap Value III R3
Price$19.87
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.52B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
PPSFX vs VIVAX Comparison Chart
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PPSFX vs. VIVAX commentary
May 11, 2025
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 PPSFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PPSFX (3.52B). VIVAX pays higher dividends than PPSFX: VIVAX (2.22) vs PPSFX (0.93). PPSFX was incepted earlier than VIVAX: PPSFX (24 years) vs VIVAX (33 years). PPSFX (1.27) is less costly to investors than VIVAX (0.17). PPSFX is a more actively managed with annual turnover of: 41.10 vs. VIVAX (9.00). PPSFX has a lower initial minimum investment than VIVAX: PPSFX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.58 vs. PPSFX (-2.95). VIVAX return over 5 years is better than : 72.65 vs. PPSFX (40.80).
| PPSFX | VIVAX | PPSFX / VIVAX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -2.311 | -0.685 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 184B | 2% |
| Annual Yield % from dividends | 0.93 | 2.22 | 42% |
| Returns for 1 year | -2.95 | 4.58 | -64% |
| Returns for 3 years | 5.96 | 21.42 | 28% |
| Returns for 5 years | 40.80 | 72.65 | 56% |
| Returns for 10 years | 30.02 | 97.37 | 31% |
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