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PPVIX vs VSIIX
PPVIX vs VSIIX Comparison
Open Charts PPVIX vs VSIIX
Principal SmallCap Value II Instl
Price$13.36
Change-$0.10 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PPVIX vs VSIIX Comparison Chart
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PPVIX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. PPVIX (1.19B). VSIIX pays higher dividends than PPVIX: VSIIX (2.02) vs PPVIX (1.04). PPVIX was incepted earlier than VSIIX: PPVIX (20 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 : 28.76 vs. PPVIX (22.25). VSIIX return over 5 years is better than : 57.48 vs. PPVIX (28.91).
| PPVIX | VSIIX | PPVIX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 9.778 | 15.492 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 1.04 | 2.02 | 51% |
| Returns for 1 year | 22.25 | 28.76 | 77% |
| Returns for 3 years | -10.79 | 13.30 | -81% |
| Returns for 5 years | 28.91 | 57.48 | 50% |
| Returns for 10 years | 1.05 | 108.84 | 1% |
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