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PPVIX vs VSCAX
PPVIX vs VSCAX Comparison
Open Charts PPVIX vs VSCAX
Principal SmallCap Value II Instl
Price$11.61
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PPVIX vs VSCAX Comparison Chart in %
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PPVIX vs. VSCAX commentary
Jul 07, 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 VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PPVIX (1.14B). PPVIX pays higher dividends than VSCAX: PPVIX (1.32) vs VSCAX (0.35). PPVIX was incepted earlier than VSCAX: PPVIX (21 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PPVIX (1.02). PPVIX is a more actively managed with annual turnover of: 73.90 vs. VSCAX (40.00). PPVIX has a lower initial minimum investment than VSCAX: PPVIX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. PPVIX (-2.53). VSCAX return over 5 years is better than : 135.31 vs. PPVIX (45.77).
| PPVIX | VSCAX | PPVIX / VSCAX | |
| Total Expense Ratio | 0.94 | 1.12 | 84% |
| Annual Report Gross Expense Ratio | 1.02 | 1.12 | 91% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 1.044 | 2.722 | 38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 6.97B | 16% |
| Annual Yield % from dividends | 1.32 | 0.35 | 382% |
| Returns for 1 year | -2.53 | 5.03 | -50% |
| Returns for 3 years | 6.35 | 43.85 | 14% |
| Returns for 5 years | 45.77 | 135.31 | 34% |
| Returns for 10 years | -6.92 | 20.55 | -34% |
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