Ad is loading...
PSMJX vs VISVX
PSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVX
Principal SmallCap Value II J
Price$12.17
Change-$0.52 (-4.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
PSMJX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSMJX vs. VISVX commentary
Dec 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. PSMJX (1.19B). VISVX pays higher dividends than PSMJX: VISVX (1.90) vs PSMJX (0.77). PSMJX was incepted earlier than VISVX: PSMJX (16 years) vs VISVX (27 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 : 16.18 vs. PSMJX (8.80). VISVX return over 5 years is better than : 52.67 vs. PSMJX (21.18).
| PSMJX | VISVX | PSMJX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 8.834 | 14.945 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 63B | 2% |
| Annual Yield % from dividends | 0.77 | 1.90 | 41% |
| Returns for 1 year | 8.80 | 16.18 | 54% |
| Returns for 3 years | -7.22 | 20.58 | -35% |
| Returns for 5 years | 21.18 | 52.67 | 40% |
| Returns for 10 years | 4.64 | 105.07 | 4% |
View a ticker or compare two or three
VS
VS
Ad is loading...