PSMJX
Price
$11.90
Change
+$0.20 (+1.71%)
Updated
Dec 3 closing price
Net Assets
1.14B
VISVX
Price
$50.89
Change
+$0.54 (+1.07%)
Updated
Dec 3 closing price
Net Assets
58.35B
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PSMJX vs VISVX

Header iconPSMJX vs VISVX Comparison
Open Charts PSMJX vs VISVXBanner chart's image
Principal SmallCap Value II J
Price$11.90
Change+$0.20 (+1.71%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
PSMJX vs VISVX Comparison Chart in %
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VS
PSMJX vs. VISVX commentary
Dec 04, 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 PSMJX is a Buy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PSMJX (1.14B). VISVX pays higher dividends than PSMJX: VISVX (1.86) vs PSMJX (1.05). PSMJX was incepted earlier than VISVX: PSMJX (17 years) vs VISVX (28 years). PSMJX (1.22) is less costly to investors than VISVX (0.19). PSMJX is a more actively managed with annual turnover of: 73.90 vs. VISVX (16.00). PSMJX has a lower initial minimum investment than VISVX: PSMJX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -1.68 vs. PSMJX (-10.72). VISVX return over 5 years is better than : 56.36 vs. PSMJX (15.49).
PSMJXVISVXPSMJX / VISVX
Total Expense Ratio1.200.19632%
Annual Report Gross Expense Ratio1.220.19642%
Fund Existence17 years28 years-
Gain YTD7.0326.700105%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B58.3B2%
Annual Yield % from dividends1.051.8657%
Returns for 1 year-10.72-1.68638%
Returns for 3 years0.5926.402%
Returns for 5 years15.4956.3627%
Returns for 10 years-3.01112.68-3%
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