PSMVX
Price
$11.60
Change
+$0.08 (+0.69%)
Updated
Jul 3 closing price
Net Assets
1.14B
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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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$11.60
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PSMVX vs VISVX Comparison Chart in %
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PSMVX 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 PSMVX is a Buy and VISVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PSMVX (1.14B). 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 : 11.64 vs. PSMVX (-2.59). VISVX return over 5 years is better than : 94.00 vs. PSMVX (45.81).
PSMVXVISVXPSMVX / VISVX
Total Expense Ratio0.880.19463%
Annual Report Gross Expense Ratio0.910.19479%
Fund Existence11 years27 years-
Gain YTD0.9572.02447%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B54B2%
Annual Yield % from dividends1.351.9968%
Returns for 1 year-2.5911.64-22%
Returns for 3 years6.4234.7618%
Returns for 5 years45.8194.0049%
Returns for 10 years-6.8196.11-7%
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