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PSMJX vs VISVX
PSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVX
Principal SmallCap Value II J
Price$10.02
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Value Index I
Price$45.02
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
PSMJX vs VISVX Comparison Chart
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PSMJX vs. VISVX commentary
May 23, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. PSMJX (1.05B). VISVX pays higher dividends than PSMJX: VISVX (2.21) vs PSMJX (1.26). 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 : 0.51 vs. PSMJX (-14.48). VISVX return over 5 years is better than : 90.06 vs. PSMJX (33.78).
| 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 | -8.584 | -5.069 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 51.7B | 2% |
| Annual Yield % from dividends | 1.26 | 2.21 | 57% |
| Returns for 1 year | -14.48 | 0.51 | -2,834% |
| Returns for 3 years | -9.54 | 18.59 | -51% |
| Returns for 5 years | 33.78 | 90.06 | 38% |
| Returns for 10 years | -21.15 | 78.06 | -27% |
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