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PSMJX vs VISVX
PSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVX
Principal SmallCap Value II J
Price$12.57
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.13
Change+$0.03 (+0.06%)
VolumeN/A
CapitalizationN/A
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PSMJX vs VISVX Comparison Chart
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PSMJX vs. VISVX commentary
Oct 18, 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 PSMJX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PSMJX (1.18B). VISVX pays higher dividends than PSMJX: VISVX (1.90) vs PSMJX (0.77). PSMJX was incepted earlier than VISVX: PSMJX (16 years) vs VISVX (26 years). PSMJX is a more actively managed with annual turnover of: 65.20 vs. VISVX (16.00). PSMJX has a lower initial minimum investment than VISVX: PSMJX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 28.86 vs. PSMJX (20.29). VISVX return over 5 years is better than : 61.89 vs. PSMJX (27.58).
| PSMJX | VISVX | PSMJX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 7.633 | 14.200 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 58.3B | 2% |
| Annual Yield % from dividends | 0.77 | 1.90 | 41% |
| Returns for 1 year | 20.29 | 28.86 | 70% |
| Returns for 3 years | -8.64 | 17.56 | -49% |
| Returns for 5 years | 27.58 | 61.89 | 45% |
| Returns for 10 years | 1.38 | 123.52 | 1% |
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