CIVVX vs PPYIX

Both CIVVX and PPYIX are mutual funds. CIVVX has a lower 5-year return than PPYIX (7.7% vs 7.71%). CIVVX has a higher expense ratio than PPYIX (1.11% vs 0.51%). Below is the comparison between CIVVX and PPYIX.

CIVVX PPYIX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Value International Equity: Foreign Large Value
Family Causeway PIMCO
Net Assets $355.10M $903.60M
Expense Ratio 1.11% 0.51%
Management Style active active
Dividend Yield 1.03% 2.08%
Minimum Investment $5,000.00 $25,000.00
YTD Return 9.49% 11.76%
1-Year Return 2.38% 0.63%
3-Year Return 7.90% 7.35%
5-Year Return 7.70% 7.71%
10-Year Return 6.80% N/A

CIVVX description

The Fund seeks long-term growth of capital and income by investing primarily in the common stocks of companies in developed countries located outside the United States.

CIVVX performance & returns

YTD Return 9.49%
1-Month Return 2.02%
3-Month Return 2.38%
1-Year Return 2.38%
3-Year Return 7.90%
5-Year Return 7.70%
10-Year Return 6.80%
CIVVX expense ratio is 1.11%.

CIVVX holdings

Top 10 Holdings (32.19% of Total Assets)

Name Symbol % Assets
Volkswagen AG Participating Preferred VOW3.DE 4.39%
Basf SE BAS.DE 3.74%
UniCredit SpA UCG.MI 3.56%
Samsung Electronics Co Ltd 005930.KS 3.27%
Fanuc Corp 6954 3.11%
ING Groep NV INGA 3.10%
Novartis AG NOVN 2.95%
ABB Ltd ABBN 2.74%
Takeda Pharmaceutical Co Ltd 4502 2.71%
British American Tobacco PLC BATS.L 2.62%

Other relevant CIVVX comparisons

You may also want to check out the following CIVVX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

PPYIX description

The Fund seeks long-term capital appreciation. The Fund seeks to achieve its investment objective under normal circumstances by obtaining exposure to a portfolio of stocks economically tied to at least three foreign countries. The Fund seeks to remain invested in the RAE Fundamental International Portfolio.

PPYIX performance & returns

YTD Return 11.76%
1-Month Return 1.09%
3-Month Return 0.63%
1-Year Return 0.63%
3-Year Return 7.35%
5-Year Return 7.71%
10-Year Return N/A
PPYIX expense ratio is 0.51%.

PPYIX holdings

Top 10 Holdings (10.51% of Total Assets)

Name Symbol % Assets
Nestle SA NESN 1.29%
Deutsche Bank AG DBK.DE 1.24%
Hitachi Ltd 6501 1.19%
Enel SpA ENEL.MI 1.14%
Roche Holding AG Dividend Right Cert. ROG 1.10%
ArcelorMittal SA MT 0.97%
Bayer AG BAYN.DE 0.96%
Sanofi SA SAN.PA 0.94%
Panasonic Corp 6752 0.84%
HSBC Holdings PLC HSBA.L 0.84%

Other relevant PPYIX comparisons

You may also want to check out the following PPYIX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.