Interact to see
Advertisement
Advertisement
PPVIX vs VISVX
PPVIX vs VISVX Comparison
Open Charts PPVIX vs VISVX
Principal SmallCap Value II Instl
Price$12.53
Change+$0.21 (+1.70%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
PPVIX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PPVIX vs. VISVX commentary
Dec 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PPVIX (1.14B). VISVX pays higher dividends than PPVIX: VISVX (1.86) vs PPVIX (1.19). PPVIX was incepted earlier than VISVX: PPVIX (22 years) vs VISVX (28 years). PPVIX (1.02) is less costly to investors than VISVX (0.19). PPVIX is a more actively managed with annual turnover of: 73.90 vs. VISVX (16.00). PPVIX has a lower initial minimum investment than VISVX: PPVIX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -0.42 vs. PPVIX (-7.99). VISVX return over 5 years is better than : 54.12 vs. PPVIX (17.29).
| PPVIX | VISVX | PPVIX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 1.02 | 0.19 | 537% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 9.051 | 7.439 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 58.3B | 2% |
| Annual Yield % from dividends | 1.19 | 1.86 | 64% |
| Returns for 1 year | -7.99 | -0.42 | 1,904% |
| Returns for 3 years | 3.95 | 27.28 | 14% |
| Returns for 5 years | 17.29 | 54.12 | 32% |
| Returns for 10 years | 4.80 | 114.16 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement