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PMJIX vs VISVX
PMJIX vs VISVX Comparison
Open Charts PMJIX vs VISVX
PIMCO RAE US Small Instl
Price$10.85
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Value Index I
Price$47.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
PMJIX vs VISVX Comparison Chart in %
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PMJIX vs. VISVX commentary
Aug 08, 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 PMJIX is a Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. PMJIX (2.51B). VISVX pays higher dividends than PMJIX: VISVX (1.95) vs PMJIX (0.92). PMJIX was incepted earlier than VISVX: PMJIX (10 years) vs VISVX (27 years). PMJIX (0.51) is less costly to investors than VISVX (0.19). PMJIX is a more actively managed with annual turnover of: 62.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PMJIX: VISVX (3000) vs PMJIX (1000000). VISVX annual gain was more profitable for investors over the last year : 8.83 vs. PMJIX (5.67). VISVX return over 5 years is better than : 74.21 vs. PMJIX (20.79).
| PMJIX | VISVX | PMJIX / VISVX | |
| Total Expense Ratio | 0.50 | 0.19 | 263% |
| Annual Report Gross Expense Ratio | 0.51 | 0.19 | 268% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -5.088 | 0.231 | -2,199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 56.4B | 4% |
| Annual Yield % from dividends | 0.92 | 1.95 | 47% |
| Returns for 1 year | 5.67 | 8.83 | 64% |
| Returns for 3 years | 25.38 | 22.14 | 115% |
| Returns for 5 years | 20.79 | 74.21 | 28% |
| Returns for 10 years | 26.32 | 94.10 | 28% |
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