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PPVIX vs VSIIX
PPVIX vs VSIIX Comparison
Open Charts PPVIX vs VSIIX
Principal SmallCap Value II Instl
Price$10.09
Change-$0.79 (-7.26%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index I
Price$42.50
Change-$3.06 (-6.72%)
VolumeN/A
Net Assets57.63B
PPVIX vs VSIIX Comparison Chart
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PPVIX vs. VSIIX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. PPVIX (1.07B). VSIIX pays higher dividends than PPVIX: VSIIX (2.28) vs PPVIX (1.36). PPVIX was incepted earlier than VSIIX: PPVIX (21 years) vs VSIIX (25 years). PPVIX (1.11) 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 : 1.33 vs. PPVIX (-11.02). VSIIX return over 5 years is better than : 138.15 vs. PPVIX (75.13).
| PPVIX | VSIIX | PPVIX / VSIIX | |
| Total Expense Ratio | 0.97 | 0.06 | 1,617% |
| Annual Report Gross Expense Ratio | 1.11 | 0.06 | 1,850% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -5.309 | -4.147 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 57.6B | 2% |
| Annual Yield % from dividends | 1.36 | 2.28 | 60% |
| Returns for 1 year | -11.02 | 1.33 | -830% |
| Returns for 3 years | -11.66 | 9.16 | -127% |
| Returns for 5 years | 75.13 | 138.15 | 54% |
| Returns for 10 years | -13.36 | 80.22 | -17% |
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