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PPVIX vs VISVX
PPVIX vs VISVX Comparison
Open Charts PPVIX vs VISVX
Principal SmallCap Value II Instl
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PPVIX vs VISVX Comparison Chart
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PPVIX vs. VISVX commentary
Sep 21, 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 PPVIX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. PPVIX (1.16B). VISVX pays higher dividends than PPVIX: VISVX (1.90) vs PPVIX (1.04). PPVIX was incepted earlier than VISVX: PPVIX (20 years) vs VISVX (26 years). PPVIX is a more actively managed with annual turnover of: 65.20 vs. VISVX (16.00). PPVIX has a lower initial minimum investment than VISVX: PPVIX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 21.73 vs. PPVIX (15.78). VISVX return over 5 years is better than : 55.70 vs. PPVIX (26.22).
| PPVIX | VISVX | PPVIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 5.094 | 10.404 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 57.3B | 2% |
| Annual Yield % from dividends | 1.04 | 1.90 | 55% |
| Returns for 1 year | 15.78 | 21.73 | 73% |
| Returns for 3 years | -4.98 | 17.75 | -28% |
| Returns for 5 years | 26.22 | 55.70 | 47% |
| Returns for 10 years | -2.09 | 102.10 | -2% |
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