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PMJPX vs VISVX
PMJPX vs VISVX Comparison
Open Charts PMJPX vs VISVX
PIMCO RAE US Small I-2
Price$11.07
Change-$0.05 (-0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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PMJPX vs VISVX Comparison Chart
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PMJPX vs. VISVX commentary
Sep 21, 2024
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 PMJPX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. PMJPX (1.37B). VISVX pays higher dividends than PMJPX: VISVX (1.90) vs PMJPX (1.34). PMJPX was incepted earlier than VISVX: PMJPX (9 years) vs VISVX (26 years). PMJPX is a more actively managed with annual turnover of: 92.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PMJPX: VISVX (3000) vs PMJPX (1000000). PMJPX annual gain was more profitable for investors over the last year : 32.14 vs. VISVX (25.80). VISVX return over 5 years is better than : 56.98 vs. PMJPX (11.94).
| PMJPX | VISVX | PMJPX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 17.053 | 11.310 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 57.3B | 2% |
| Annual Yield % from dividends | 1.34 | 1.90 | 71% |
| Returns for 1 year | 32.14 | 25.80 | 125% |
| Returns for 3 years | -19.39 | 21.42 | -91% |
| Returns for 5 years | 11.94 | 56.98 | 21% |
| Returns for 10 years | N/A | 108.54 | - |
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