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PPVIX vs VSIAX
PPVIX vs VSIAX Comparison
Open Charts PPVIX vs VSIAX
Principal SmallCap Value II Instl
Price$13.36
Change-$0.10 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
PPVIX vs VSIAX Comparison Chart
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PPVIX vs. VSIAX commentary
Nov 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PPVIX (1.19B). VSIAX pays higher dividends than PPVIX: VSIAX (2.01) vs PPVIX (1.04). PPVIX was incepted earlier than VSIAX: PPVIX (20 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 : 28.76 vs. PPVIX (22.25). VSIAX return over 5 years is better than : 57.44 vs. PPVIX (28.91).
| PPVIX | VSIAX | PPVIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 9.778 | 15.498 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 1.04 | 2.01 | 52% |
| Returns for 1 year | 22.25 | 28.76 | 77% |
| Returns for 3 years | -10.79 | 13.29 | -81% |
| Returns for 5 years | 28.91 | 57.44 | 50% |
| Returns for 10 years | 1.05 | 108.79 | 1% |
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