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PPVIX vs VSIAX
PPVIX vs VSIAX Comparison
Open Charts PPVIX vs VSIAX
Principal SmallCap Value II Instl
Price$12.73
Change-$0.55 (-4.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
PPVIX vs VSIAX Comparison Chart
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PPVIX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. PPVIX (1.19B). VSIAX pays higher dividends than PPVIX: VSIAX (2.01) vs PPVIX (1.04). PPVIX was incepted earlier than VSIAX: PPVIX (21 years) vs VSIAX (13 years). PPVIX is a more actively managed with annual turnover of: 65.20 vs. VSIAX (16.00). PPVIX has a lower initial minimum investment than VSIAX: PPVIX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. PPVIX (9.17). VSIAX return over 5 years is better than : 52.83 vs. PPVIX (24.33).
| PPVIX | VSIAX | PPVIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 9.121 | 15.031 | 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 | 2.01 | 52% |
| Returns for 1 year | 9.17 | 16.23 | 57% |
| Returns for 3 years | -5.59 | 20.67 | -27% |
| Returns for 5 years | 24.33 | 52.83 | 46% |
| Returns for 10 years | 10.90 | 105.65 | 10% |
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