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PSMVX vs VISVX
PSMVX vs VISVX Comparison
Open Charts PSMVX vs VISVX
Principal SmallCap Value II R6
Price$11.35
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index I
Price$47.60
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets55.61B
PSMVX vs VISVX Comparison Chart in %
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PSMVX vs. VISVX commentary
Jul 18, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. PSMVX (1.11B). VISVX pays higher dividends than PSMVX: VISVX (1.99) vs PSMVX (1.35). 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 : 1.20 vs. PSMVX (-13.48). VISVX return over 5 years is better than : 84.54 vs. PSMVX (38.02).
| 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 | -1.567 | -0.127 | 1,232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 55.6B | 2% |
| Annual Yield % from dividends | 1.35 | 1.99 | 68% |
| Returns for 1 year | -13.48 | 1.20 | -1,121% |
| Returns for 3 years | 4.04 | 32.50 | 12% |
| Returns for 5 years | 38.02 | 84.54 | 45% |
| Returns for 10 years | -9.41 | 90.87 | -10% |
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