PSMVX
Price
$10.21
Change
+$0.08 (+0.79%)
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
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PSMVX vs VISVX

Header iconPSMVX vs VISVX Comparison
Open Charts PSMVX vs VISVXBanner chart's image
Principal SmallCap Value II R6
Price$10.21
Change+$0.08 (+0.79%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Value Index I
Price$43.26
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets53.62B
PSMVX vs VISVX Comparison Chart
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PSMVX 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 PSMVX is a Buy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. PSMVX (1.02B). VISVX pays higher dividends than PSMVX: VISVX (2.21) vs PSMVX (1.46). PSMVX was incepted earlier than VISVX: PSMVX (10 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 : 0.37 vs. PSMVX (-13.35). VISVX return over 5 years is better than : 90.04 vs. PSMVX (37.58).
PSMVXVISVXPSMVX / VISVX
Total Expense Ratio0.880.19463%
Annual Report Gross Expense Ratio0.910.19479%
Fund Existence10 years27 years-
Gain YTD-11.836-9.008131%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B53.6B2%
Annual Yield % from dividends1.462.2166%
Returns for 1 year-13.350.37-3,623%
Returns for 3 years-12.1510.43-117%
Returns for 5 years37.5890.0442%
Returns for 10 years-17.8372.50-25%
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