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PPVIX vs VSIIX
PPVIX vs VSIIX Comparison
Open Charts PPVIX vs VSIIX
Principal SmallCap Value II Instl
Price$11.61
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PPVIX vs VSIIX Comparison Chart in %
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PPVIX vs. VSIIX commentary
Jul 06, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PPVIX (1.14B). VSIIX pays higher dividends than PPVIX: VSIIX (2.12) vs PPVIX (1.32). PPVIX was incepted earlier than VSIIX: PPVIX (21 years) vs VSIIX (26 years). PPVIX (1.02) is less costly to investors than VSIIX (0.06). PPVIX is a more actively managed with annual turnover of: 73.90 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 : 11.69 vs. PPVIX (-2.53). VSIIX return over 5 years is better than : 94.15 vs. PPVIX (45.77).
| PPVIX | VSIIX | PPVIX / VSIIX | |
| Total Expense Ratio | 0.94 | 0.06 | 1,567% |
| Annual Report Gross Expense Ratio | 1.02 | 0.06 | 1,700% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 1.044 | 2.040 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 54B | 2% |
| Annual Yield % from dividends | 1.32 | 2.12 | 62% |
| Returns for 1 year | -2.53 | 11.69 | -22% |
| Returns for 3 years | 6.35 | 34.90 | 18% |
| Returns for 5 years | 45.77 | 94.15 | 49% |
| Returns for 10 years | -6.92 | 96.60 | -7% |
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