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PPVIX vs VISVX
PPVIX vs VISVX Comparison
Open Charts PPVIX vs VISVX
Principal SmallCap Value II Instl
Price$10.53
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.08B
Vanguard Small Cap Value Index I
Price$45.06
Change-$1.28 (-2.76%)
VolumeN/A
Net Assets51.69B
PPVIX vs VISVX Comparison Chart
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PPVIX vs. VISVX commentary
May 23, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. PPVIX (1.08B). VISVX pays higher dividends than PPVIX: VISVX (2.21) vs PPVIX (1.43). 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 : 2.52 vs. PPVIX (-11.99). VISVX return over 5 years is better than : 95.46 vs. PPVIX (41.90).
| 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 | -5.657 | -2.372 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 51.7B | 2% |
| Annual Yield % from dividends | 1.43 | 2.21 | 65% |
| Returns for 1 year | -11.99 | 2.52 | -475% |
| Returns for 3 years | -3.87 | 23.69 | -16% |
| Returns for 5 years | 41.90 | 95.46 | 44% |
| Returns for 10 years | -13.48 | 83.12 | -16% |
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