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PSMJX vs VISVX
PSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVX
Principal SmallCap Value II J
Price$11.04
Change-$0.11 (-0.99%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
PSMJX vs VISVX Comparison Chart in %
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PSMJX vs. VISVX commentary
Aug 17, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. PSMJX (1.11B). VISVX pays higher dividends than PSMJX: VISVX (1.95) vs PSMJX (1.14). PSMJX was incepted earlier than VISVX: PSMJX (16 years) vs VISVX (27 years). PSMJX (1.22) 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 : 6.61 vs. PSMJX (-5.77). VISVX return over 5 years is better than : 76.46 vs. PSMJX (28.25).
| PSMJX | VISVX | PSMJX / VISVX | |
| Total Expense Ratio | 1.20 | 0.19 | 632% |
| Annual Report Gross Expense Ratio | 1.22 | 0.19 | 642% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 1.826 | 2.657 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 56.4B | 2% |
| Annual Yield % from dividends | 1.14 | 1.95 | 58% |
| Returns for 1 year | -5.77 | 6.61 | -87% |
| Returns for 3 years | -6.66 | 19.23 | -35% |
| Returns for 5 years | 28.25 | 76.46 | 37% |
| Returns for 10 years | -10.62 | 99.26 | -11% |
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