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PPVIX vs VSIIX
PPVIX vs VSIIX Comparison
Open Charts PPVIX vs VSIIX
Principal SmallCap Value II Instl
Price$11.95
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index I
Price$49.78
Change+$0.54 (+1.10%)
VolumeN/A
Net Assets58.32B
PPVIX vs VSIIX Comparison Chart
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PPVIX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. PPVIX (1.17B). VSIIX pays higher dividends than PPVIX: VSIIX (2.02) vs PPVIX (1.04). PPVIX was incepted earlier than VSIIX: PPVIX (21 years) vs VSIIX (25 years). PPVIX is a more actively managed with annual turnover of: 65.20 vs. VSIIX (16.00). PPVIX has a lower initial minimum investment than VSIIX: PPVIX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 17.44 vs. PPVIX (2.71). VSIIX return over 5 years is better than : 57.90 vs. PPVIX (18.23).
| PPVIX | VSIIX | PPVIX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 3.133 | 3.424 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 58.3B | 2% |
| Annual Yield % from dividends | 1.04 | 2.02 | 51% |
| Returns for 1 year | 2.71 | 17.44 | 16% |
| Returns for 3 years | -1.85 | 21.68 | -9% |
| Returns for 5 years | 18.23 | 57.90 | 31% |
| Returns for 10 years | 2.11 | 107.65 | 2% |