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PPVIX vs VISVX
PPVIX vs VISVX Comparison
Open Charts PPVIX vs VISVX
Principal SmallCap Value II Instl
Price$11.85
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.09B
Vanguard Small Cap Value Index I
Price$49.36
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.14B
PPVIX vs VISVX Comparison Chart in %
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PPVIX vs. VISVX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. PPVIX (1.09B). VISVX pays higher dividends than PPVIX: VISVX (1.88) vs PPVIX (1.23). 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 : 0.68 vs. PPVIX (-8.85). VISVX return over 5 years is better than : 75.24 vs. PPVIX (30.94).
| 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 | 2.872 | 3.913 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 59.1B | 2% |
| Annual Yield % from dividends | 1.23 | 1.88 | 65% |
| Returns for 1 year | -8.85 | 0.68 | -1,293% |
| Returns for 3 years | 7.32 | 35.74 | 20% |
| Returns for 5 years | 30.94 | 75.24 | 41% |
| Returns for 10 years | -0.21 | 108.39 | -0% |
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