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PSMJX vs VISVX
PSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVX
Principal SmallCap Value II J
Price$10.20
Change-$0.19 (-1.83%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
PSMJX vs VISVX Comparison Chart
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PSMJX vs. VISVX commentary
Jun 15, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PSMJX (1.07B). VISVX pays higher dividends than PSMJX: VISVX (2.11) vs PSMJX (1.21). 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 : 3.80 vs. PSMJX (-8.45). VISVX return over 5 years is better than : 80.48 vs. PSMJX (32.34).
| 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 | -5.114 | -4.331 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 54B | 2% |
| Annual Yield % from dividends | 1.21 | 2.11 | 57% |
| Returns for 1 year | -8.45 | 3.80 | -222% |
| Returns for 3 years | -2.84 | 26.12 | -11% |
| Returns for 5 years | 32.34 | 80.48 | 40% |
| Returns for 10 years | -19.01 | 80.06 | -24% |
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