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PPVIX vs VISVX
PPVIX vs VISVX Comparison
Open Charts PPVIX vs VISVX
Principal SmallCap Value II Instl
Price$12.73
Change-$0.55 (-4.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
PPVIX vs VISVX Comparison Chart
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PPVIX vs. VISVX commentary
Dec 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. PPVIX (1.19B). VISVX pays higher dividends than PPVIX: VISVX (1.90) vs PPVIX (1.04). PPVIX was incepted earlier than VISVX: PPVIX (21 years) vs VISVX (27 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 : 16.18 vs. PPVIX (9.17). VISVX return over 5 years is better than : 52.67 vs. PPVIX (24.33).
| PPVIX | VISVX | PPVIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 9.121 | 14.945 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 63B | 2% |
| Annual Yield % from dividends | 1.04 | 1.90 | 55% |
| Returns for 1 year | 9.17 | 16.18 | 57% |
| Returns for 3 years | -5.59 | 20.58 | -27% |
| Returns for 5 years | 24.33 | 52.67 | 46% |
| Returns for 10 years | 10.90 | 105.07 | 10% |
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