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PPVIX vs VISVX
PPVIX vs VISVX Comparison
Open Charts PPVIX vs VISVX
Principal SmallCap Value II Instl
Price$11.95
Change-$0.08 (-0.67%)
VolumeN/A
Net Assets1.12B
Vanguard Small Cap Value Index I
Price$49.65
Change-$0.50 (-1.00%)
VolumeN/A
Net Assets59.22B
PPVIX vs VISVX Comparison Chart in %
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PPVIX vs. VISVX commentary
Sep 26, 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 PPVIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. PPVIX (1.12B). VISVX pays higher dividends than PPVIX: VISVX (1.86) vs PPVIX (1.22). PPVIX was incepted earlier than VISVX: PPVIX (21 years) vs VISVX (27 years). PPVIX (1.02) is less costly to investors than VISVX (0.19). PPVIX is a more actively managed with annual turnover of: 73.90 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 : 5.79 vs. PPVIX (-3.94). VISVX return over 5 years is better than : 96.43 vs. PPVIX (48.37).
| PPVIX | VISVX | PPVIX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 1.02 | 0.19 | 537% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 4.700 | 5.779 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 59.2B | 2% |
| Annual Yield % from dividends | 1.22 | 1.86 | 66% |
| Returns for 1 year | -3.94 | 5.79 | -68% |
| Returns for 3 years | 16.97 | 47.51 | 36% |
| Returns for 5 years | 48.37 | 96.43 | 50% |
| Returns for 10 years | 7.88 | 128.13 | 6% |
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