Ad is loading...
PPVIX vs VSIAX
PPVIX vs VSIAX Comparison
Open Charts PPVIX vs VSIAX
Principal SmallCap Value II Instl
Price$11.95
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
PPVIX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PPVIX vs. VSIAX commentary
Jan 31, 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: 58.3B vs. PPVIX (1.17B). 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 : 17.45 vs. PPVIX (2.71). VSIAX return over 5 years is better than : 57.90 vs. PPVIX (18.23).
| 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 | 3.133 | 3.440 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 58.3B | 2% |
| Annual Yield % from dividends | 1.04 | 2.01 | 52% |
| Returns for 1 year | 2.71 | 17.45 | 16% |
| Returns for 3 years | -1.85 | 21.69 | -9% |
| Returns for 5 years | 18.23 | 57.90 | 31% |
| Returns for 10 years | 2.11 | 107.64 | 2% |