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PPVIX vs VSIIX
PPVIX vs VSIIX Comparison
Open Charts PPVIX vs VSIIX
Principal SmallCap Value II Instl
Price$12.73
Change-$0.55 (-4.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
PPVIX vs VSIIX Comparison Chart
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PPVIX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. PPVIX (1.19B). 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 : 16.22 vs. PPVIX (9.17). VSIIX return over 5 years is better than : 52.86 vs. PPVIX (24.33).
| 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 | 9.121 | 15.027 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 63B | 2% |
| Annual Yield % from dividends | 1.04 | 2.02 | 51% |
| Returns for 1 year | 9.17 | 16.22 | 57% |
| Returns for 3 years | -5.59 | 20.66 | -27% |
| Returns for 5 years | 24.33 | 52.86 | 46% |
| Returns for 10 years | 10.90 | 105.75 | 10% |
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