Interact to see
Advertisement
Advertisement
PMJIX vs VISVX
PMJIX vs VISVX Comparison
Open Charts PMJIX vs VISVX
PIMCO RAE US Small Instl
Price$11.11
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets1.95B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PMJIX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMJIX vs. VISVX commentary
Jul 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 PMJIX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PMJIX (1.95B). VISVX pays higher dividends than PMJIX: VISVX (1.99) vs PMJIX (0.92). PMJIX was incepted earlier than VISVX: PMJIX (10 years) vs VISVX (27 years). PMJIX (0.51) is less costly to investors than VISVX (0.19). PMJIX is a more actively managed with annual turnover of: 62.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PMJIX: VISVX (3000) vs PMJIX (1000000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. PMJIX (5.34). VISVX return over 5 years is better than : 94.00 vs. PMJIX (37.43).
| PMJIX | VISVX | PMJIX / VISVX | |
| Total Expense Ratio | 0.50 | 0.19 | 263% |
| Annual Report Gross Expense Ratio | 0.51 | 0.19 | 268% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -2.544 | 2.024 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 54B | 4% |
| Annual Yield % from dividends | 0.92 | 1.99 | 47% |
| Returns for 1 year | 5.34 | 11.64 | 46% |
| Returns for 3 years | 38.31 | 34.76 | 110% |
| Returns for 5 years | 37.43 | 94.00 | 40% |
| Returns for 10 years | 27.86 | 96.11 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers