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PSMJX vs VISVX
PSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVX
Principal SmallCap Value II J
Price$11.39
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index I
Price$49.70
Change+$0.53 (+1.08%)
VolumeN/A
Net Assets58.32B
PSMJX vs VISVX Comparison Chart
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PSMJX vs. VISVX commentary
Jan 31, 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: 58.3B vs. PSMJX (1.17B). 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 : 17.43 vs. PSMJX (1.97). VISVX return over 5 years is better than : 57.77 vs. PSMJX (14.88).
| 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 | 3.105 | 3.429 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 58.3B | 2% |
| Annual Yield % from dividends | 0.77 | 1.90 | 41% |
| Returns for 1 year | 1.97 | 17.43 | 11% |
| Returns for 3 years | -3.51 | 21.61 | -16% |
| Returns for 5 years | 14.88 | 57.77 | 26% |
| Returns for 10 years | -4.06 | 107.11 | -4% |