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PSMVX vs VISVX
PSMVX vs VISVX Comparison
Open Charts PSMVX vs VISVX
Principal SmallCap Value II R6
Price$10.64
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Value Index I
Price$45.44
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets54.02B
PSMVX vs VISVX Comparison Chart
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PSMVX vs. VISVX commentary
Jun 06, 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: 54B vs. PSMVX (1.07B). VISVX pays higher dividends than PSMVX: VISVX (2.11) vs PSMVX (1.40). 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 : 2.75 vs. PSMVX (-10.92). VISVX return over 5 years is better than : 65.01 vs. PSMVX (20.13).
| 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 | -7.224 | -4.142 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 54B | 2% |
| Annual Yield % from dividends | 1.40 | 2.11 | 67% |
| Returns for 1 year | -10.92 | 2.75 | -398% |
| Returns for 3 years | -12.00 | 13.50 | -89% |
| Returns for 5 years | 20.13 | 65.01 | 31% |
| Returns for 10 years | -14.24 | 82.35 | -17% |
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