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PSMVX vs VISVX
PSMVX vs VISVX Comparison
Open Charts PSMVX vs VISVX
Principal SmallCap Value II R6
Price$12.11
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
PSMVX vs VISVX Comparison Chart in %
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PSMVX vs. VISVX commentary
Aug 29, 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 PSMVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. PSMVX (1.13B). VISVX pays higher dividends than PSMVX: VISVX (1.95) vs PSMVX (1.32). PSMVX was incepted earlier than VISVX: PSMVX (11 years) vs VISVX (27 years). PSMVX (0.91) is less costly to investors than VISVX (0.19). PSMVX is a more actively managed with annual turnover of: 73.90 vs. VISVX (16.00). PSMVX has a lower initial minimum investment than VISVX: PSMVX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 7.40 vs. PSMVX (-4.02). VISVX return over 5 years is better than : 82.46 vs. PSMVX (37.59).
| PSMVX | VISVX | PSMVX / VISVX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.91 | 0.19 | 479% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 5.570 | 6.032 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 56.4B | 2% |
| Annual Yield % from dividends | 1.32 | 1.95 | 68% |
| Returns for 1 year | -4.02 | 7.40 | -54% |
| Returns for 3 years | 4.05 | 30.16 | 13% |
| Returns for 5 years | 37.59 | 82.46 | 46% |
| Returns for 10 years | 3.18 | 115.95 | 3% |
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