PSMVX
Price
$11.56
Change
+$0.08 (+0.70%)
Updated
Jul 25 closing price
Net Assets
1.13B
VISVX
Price
$48.77
Change
+$0.25 (+0.52%)
Updated
Jul 25 closing price
Net Assets
55.61B
Interact to see
Advertisement

PSMVX vs VISVX

Header iconPSMVX vs VISVX Comparison
Open Charts PSMVX vs VISVXBanner chart's image
Principal SmallCap Value II R6
Price$11.56
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
PSMVX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PSMVX vs. VISVX commentary
Jul 27, 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 Buy and VISVX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. PSMVX (1.13B). 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 : 5.54 vs. PSMVX (-10.55). VISVX return over 5 years is better than : 88.78 vs. PSMVX (40.09).
PSMVXVISVXPSMVX / VISVX
Total Expense Ratio0.880.19463%
Annual Report Gross Expense Ratio0.910.19479%
Fund Existence11 years27 years-
Gain YTD0.6092.86821%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.13B55.6B2%
Annual Yield % from dividends1.351.9968%
Returns for 1 year-10.555.54-191%
Returns for 3 years1.7930.996%
Returns for 5 years40.0988.7845%
Returns for 10 years-4.73102.36-5%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FTIF22.150.12
+0.54%
First Trust Bloomberg Infl Snstv Eq ETF
PCEF19.670.07
+0.36%
Invesco CEF Income Composite ETF
NVDS12.510.04
+0.32%
Tradr 1.5X Short NVDA Daily ETF
JEPI57.320.15
+0.26%
JPMorgan Equity Premium Income ETF
FLCH23.22-0.07
-0.30%
Franklin FTSE China ETF