Ad is loading...
PSMJX vs VISVX
PSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVX
Principal SmallCap Value II J
Price$9.61
Change-$0.74 (-7.15%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index I
Price$42.44
Change-$3.06 (-6.73%)
VolumeN/A
Net Assets57.63B
PSMJX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSMJX vs. VISVX commentary
Apr 05, 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 PSMJX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PSMJX (1.07B). VISVX pays higher dividends than PSMJX: VISVX (2.14) vs PSMJX (1.19). PSMJX was incepted earlier than VISVX: PSMJX (16 years) vs VISVX (27 years). PSMJX (1.36) is less costly to investors than VISVX (0.19). PSMJX is a more actively managed with annual turnover of: 73.90 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 : 1.29 vs. PSMJX (-11.65). VISVX return over 5 years is better than : 137.90 vs. PSMJX (69.77).
| PSMJX | VISVX | PSMJX / VISVX | |
| Total Expense Ratio | 1.34 | 0.19 | 705% |
| Annual Report Gross Expense Ratio | 1.36 | 0.19 | 716% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -5.479 | -4.142 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 57.6B | 2% |
| Annual Yield % from dividends | 1.19 | 2.14 | 56% |
| Returns for 1 year | -11.65 | 1.29 | -903% |
| Returns for 3 years | -13.21 | 9.10 | -145% |
| Returns for 5 years | 69.77 | 137.90 | 51% |
| Returns for 10 years | -18.65 | 79.80 | -23% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| EDU.X | 0.104160 | 0.002650 | +2.61% |
| Open Campus cryptocurrency | |||
| CAKE.X | 1.822078 | 0.014863 | +0.82% |
| PancakeSwap cryptocurrency | |||
| MASK.X | 1.205037 | -0.001188 | -0.10% |
| Mask Network cryptocurrency | |||
| FIRO.X | 0.846493 | -0.017618 | -2.04% |
| Firo cryptocurrency | |||
| NU.X | 0.045722 | -0.003665 | -7.42% |
| NuCypher cryptocurrency | |||