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PSMVX vs VISVX
PSMVX vs VISVX Comparison
Open Charts PSMVX vs VISVX
Principal SmallCap Value II R6
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PSMVX vs VISVX Comparison Chart
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PSMVX vs. VISVX commentary
Sep 20, 2024
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: 57.3B vs. PSMVX (1.16B). VISVX pays higher dividends than PSMVX: VISVX (1.90) vs PSMVX (1.05). PSMVX was incepted earlier than VISVX: PSMVX (10 years) vs VISVX (26 years). PSMVX is a more actively managed with annual turnover of: 65.20 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 : 21.73 vs. PSMVX (15.90). VISVX return over 5 years is better than : 55.70 vs. PSMVX (26.35).
| PSMVX | VISVX | PSMVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 5.094 | 10.404 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 57.3B | 2% |
| Annual Yield % from dividends | 1.05 | 1.90 | 56% |
| Returns for 1 year | 15.90 | 21.73 | 73% |
| Returns for 3 years | -4.85 | 17.75 | -27% |
| Returns for 5 years | 26.35 | 55.70 | 47% |
| Returns for 10 years | N/A | 102.10 | - |
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