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PPVIX vs VSIAX
PPVIX vs VSIAX Comparison
Open Charts PPVIX vs VSIAX
Principal SmallCap Value II Instl
Price$11.61
Change-$0.12 (-1.02%)
VolumeN/A
Net Assets1.1B
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
PPVIX vs VSIAX Comparison Chart in %
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PPVIX vs. VSIAX commentary
Aug 17, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. PPVIX (1.1B). VSIAX pays higher dividends than PPVIX: VSIAX (2.07) vs PPVIX (1.29). PPVIX was incepted earlier than VSIAX: PPVIX (21 years) vs VSIAX (14 years). PPVIX (1.02) is less costly to investors than VSIAX (0.07). PPVIX is a more actively managed with annual turnover of: 73.90 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 : 6.63 vs. PPVIX (-5.96). VSIAX return over 5 years is better than : 76.57 vs. PPVIX (30.55).
| PPVIX | VSIAX | PPVIX / VSIAX | |
| Total Expense Ratio | 0.94 | 0.07 | 1,343% |
| Annual Report Gross Expense Ratio | 1.02 | 0.07 | 1,457% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 1.044 | 2.680 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 56.4B | 2% |
| Annual Yield % from dividends | 1.29 | 2.07 | 62% |
| Returns for 1 year | -5.96 | 6.63 | -90% |
| Returns for 3 years | -6.03 | 19.32 | -31% |
| Returns for 5 years | 30.55 | 76.57 | 40% |
| Returns for 10 years | -5.81 | 99.65 | -6% |
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