PSMJX
Price
$10.02
Change
+$0.01 (+0.10%)
Updated
May 22 closing price
Net Assets
1.05B
VISVX
Price
$45.02
Change
-$0.04 (-0.09%)
Updated
May 22 closing price
Net Assets
51.69B
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PSMJX vs VISVX

Header iconPSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVXBanner chart's image
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.

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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).
PSMJXVISVXPSMJX / VISVX
Total Expense Ratio1.200.19632%
Annual Report Gross Expense Ratio1.220.19642%
Fund Existence16 years27 years-
Gain YTD-8.584-5.069169%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B51.7B2%
Annual Yield % from dividends1.262.2157%
Returns for 1 year-14.480.51-2,834%
Returns for 3 years-9.5418.59-51%
Returns for 5 years33.7890.0638%
Returns for 10 years-21.1578.06-27%
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