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PPVIX vs VISVX
PPVIX vs VISVX Comparison
Open Charts PPVIX vs VISVX
Principal SmallCap Value II Instl
Price$10.93
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets1.09B
Vanguard Small Cap Value Index I
Price$46.14
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets54.02B
PPVIX vs VISVX Comparison Chart
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PPVIX vs. VISVX commentary
Jun 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PPVIX (1.09B). VISVX pays higher dividends than PPVIX: VISVX (2.11) vs PPVIX (1.37). 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 : 4.80 vs. PPVIX (-8.61). VISVX return over 5 years is better than : 83.54 vs. PPVIX (36.38).
| 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 | -4.787 | -2.709 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 54B | 2% |
| Annual Yield % from dividends | 1.37 | 2.11 | 65% |
| Returns for 1 year | -8.61 | 4.80 | -179% |
| Returns for 3 years | -1.28 | 27.77 | -5% |
| Returns for 5 years | 36.38 | 83.54 | 44% |
| Returns for 10 years | -13.07 | 84.16 | -16% |
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