Ad is loading...
PSTWX vs VISVX
PSTWX vs VISVX Comparison
Open Charts PSTWX vs VISVX
Principal SmallCap Value II R4
Price$12.30
Change-$0.17 (-1.36%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PSTWX vs VISVX Comparison Chart
Loading...
PSTWX vs. VISVX commentary
Sep 21, 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 PSTWX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. PSTWX (1.18B). VISVX pays higher dividends than PSTWX: VISVX (1.90) vs PSTWX (0.79). PSTWX was incepted earlier than VISVX: PSTWX (20 years) vs VISVX (26 years). PSTWX is a more actively managed with annual turnover of: 65.20 vs. VISVX (16.00). PSTWX has a lower initial minimum investment than VISVX: PSTWX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 21.73 vs. PSTWX (15.29). VISVX return over 5 years is better than : 55.70 vs. PSTWX (22.93).
| PSTWX | VISVX | PSTWX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 4.803 | 10.404 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 57.3B | 2% |
| Annual Yield % from dividends | 0.79 | 1.90 | 42% |
| Returns for 1 year | 15.29 | 21.73 | 70% |
| Returns for 3 years | -6.73 | 17.75 | -38% |
| Returns for 5 years | 22.93 | 55.70 | 41% |
| Returns for 10 years | -7.65 | 102.10 | -7% |
View a ticker or compare two or three
VS
VS
Ad is loading...