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PPVIX vs VISVX
PPVIX vs VISVX Comparison
Open Charts PPVIX vs VISVX
Principal SmallCap Value II Instl
Price$12.02
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.19B
Vanguard Small Cap Value Index I
Price$53.22
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets59.85B
PPVIX vs VISVX Comparison Chart in %
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PPVIX vs. VISVX commentary
Jan 15, 2026
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 VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. PPVIX (1.19B). VISVX pays higher dividends than PPVIX: VISVX (1.84) vs PPVIX (1.18). 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 : 13.21 vs. PPVIX (6.95). VISVX return over 5 years is better than : 48.47 vs. PPVIX (2.58).
| 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 | 5.162 | 4.764 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 59.8B | 2% |
| Annual Yield % from dividends | 1.18 | 1.84 | 64% |
| Returns for 1 year | 6.95 | 13.21 | 53% |
| Returns for 3 years | 11.53 | 33.56 | 34% |
| Returns for 5 years | 2.58 | 48.47 | 5% |
| Returns for 10 years | 30.40 | 159.75 | 19% |
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