PSMJX
Price
$9.72
Change
+$0.08 (+0.83%)
Updated
May 1 closing price
Net Assets
1.02B
VISVX
Price
$43.26
Change
+$0.07 (+0.16%)
Updated
May 1 closing price
Net Assets
53.62B
Ad is loading...

PSMJX vs VISVX

Header iconPSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVXBanner chart's image
Principal SmallCap Value II J
Price$9.72
Change+$0.08 (+0.83%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Value Index I
Price$43.26
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets53.62B
PSMJX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PSMJX vs. VISVX commentary
May 02, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. PSMJX (1.02B). 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 : 0.37 vs. PSMJX (-14.01). VISVX return over 5 years is better than : 90.04 vs. PSMJX (33.33).
PSMJXVISVXPSMJX / VISVX
Total Expense Ratio1.200.19632%
Annual Report Gross Expense Ratio1.220.19642%
Fund Existence16 years27 years-
Gain YTD-11.963-9.008133%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B53.6B2%
Annual Yield % from dividends1.262.2157%
Returns for 1 year-14.010.37-3,800%
Returns for 3 years-13.7910.43-132%
Returns for 5 years33.3390.0437%
Returns for 10 years-23.0272.50-32%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
OCTT37.230.10
+0.27%
AllianzIM US Large Cap Buffer10 Oct ETF
BFZ10.89N/A
N/A
BLACKROCK CA Municipal
VWO45.23-0.02
-0.04%
Vanguard FTSE Emerging Markets ETF
FSIG19.01-0.02
-0.13%
First Trust Ltd Drtn Inv Grd Corp ETF
DOGG19.45-0.30
-1.53%
FT Vest DJIA® Dogs 10 Trgt Inc ETF