Principal SmallCap Value Fund II (PPVIX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PPVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PPVIX
PPVIX charges 0.96% annually. There are 47 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | PPVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PPVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | PPVIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PPVIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PPVIX vs VRTVX |
Best Risk-Adjusted Alternatives to PPVIX
PPVIX has a PortfoliosLab risk / return rank of 55. There are 69 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | PPVIX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | PPVIX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | PPVIX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | PPVIX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | PPVIX vs AVALX |
Top Performing PPVIX Alternatives (YTD)
PPVIX is at 13.39% YTD. There are 107 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | PPVIX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | PPVIX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | PPVIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | PPVIX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | PPVIX vs WSCVX |
Lowest Volatility Alternatives to PPVIX
PPVIX has 16.66% 1-year volatility. There are 34 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | PPVIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | PPVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | PPVIX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | PPVIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | PPVIX vs ARSMX |
Lowest Drawdown Alternatives to PPVIX
PPVIX has a 1-year max drawdown of -9.21%. There are 42 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | PPVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PPVIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PPVIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PPVIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PPVIX vs TSLTX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -6.91% | — | Dec 2000 | PPVIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 1.06% | — | Dec 2000 | PPVIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 8.97% | — | Nov 1986 | PPVIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -5.15% | — | Jun 2012 | PPVIX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.64% | — | Feb 2008 | PPVIX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | PPVIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.18% | — | Jul 1996 | PPVIX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 46 | 7.81% | — | Feb 2008 | PPVIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 6.96% | — | Feb 2001 | PPVIX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 66 | 19.34% | — | Dec 2000 | PPVIX vs PSSMX |
Often Compared With PPVIX
Investors most often compare PPVIX with VOO, TQQQ, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PPVIX with Any Fund or Stock
Compare PPVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PPVIX with funds that move differently
Principal SmallCap Value Fund II alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PPVIX.
Explore PPVIX Diversifiers