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PSMVX vs VISVX
PSMVX vs VISVX Comparison
Open Charts PSMVX vs VISVX
Principal SmallCap Value II R6
Price$11.26
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets1.1B
Vanguard Small Cap Value Index I
Price$47.52
Change-$0.18 (-0.38%)
VolumeN/A
Net Assets56.44B
PSMVX vs VISVX Comparison Chart in %
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PSMVX vs. VISVX commentary
Aug 07, 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 StrongBuy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. PSMVX (1.1B). 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 : 8.26 vs. PSMVX (-5.81). VISVX return over 5 years is better than : 74.87 vs. PSMVX (29.72).
| 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 | -1.654 | 0.611 | -271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 56.4B | 2% |
| Annual Yield % from dividends | 1.32 | 1.95 | 68% |
| Returns for 1 year | -5.81 | 8.26 | -70% |
| Returns for 3 years | -3.63 | 23.54 | -15% |
| Returns for 5 years | 29.72 | 74.87 | 40% |
| Returns for 10 years | -6.88 | 97.69 | -7% |
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