PSMVX
Price
$12.33
Change
+$0.33 (+2.75%)
Updated
Feb 3 closing price
Net Assets
1.21B
VISVX
Price
$54.13
Change
+$4.36 (+8.76%)
Updated
Feb 3 closing price
Net Assets
59.85B
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PSMVX vs VISVX

Header iconPSMVX vs VISVX Comparison
Open Charts PSMVX vs VISVXBanner chart's image
Principal SmallCap Value II R6
Price$12.33
Change+$0.33 (+2.75%)
VolumeN/A
Net Assets1.21B
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
PSMVX vs VISVX Comparison Chart in %
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PSMVX vs. VISVX commentary
Feb 05, 2026

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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. PSMVX (1.21B). VISVX pays higher dividends than PSMVX: VISVX (1.74) vs PSMVX (1.17). PSMVX was incepted earlier than VISVX: PSMVX (11 years) vs VISVX (28 years). PSMVX (0.91) is less costly to investors than VISVX (0.19). PSMVX is a more actively managed with annual turnover of: 89.90 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 : 12.01 vs. PSMVX (7.22). VISVX return over 5 years is better than : 51.01 vs. PSMVX (5.72).
PSMVXVISVXPSMVX / VISVX
Total Expense Ratio0.880.19463%
Annual Report Gross Expense Ratio0.910.19479%
Fund Existence11 years28 years-
Gain YTD7.8746.555120%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.21B59.8B2%
Annual Yield % from dividends1.171.7467%
Returns for 1 year7.2212.0160%
Returns for 3 years8.9729.8130%
Returns for 5 years5.7251.0111%
Returns for 10 years35.59161.7422%
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