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PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$12.77
Change-$0.09 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
PSMJX vs VSIAX Comparison Chart
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PSMJX vs. VSIAX commentary
Nov 18, 2024
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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PSMJX (1.19B). VSIAX pays higher dividends than PSMJX: VSIAX (2.01) vs PSMJX (0.77). PSMJX was incepted earlier than VSIAX: PSMJX (16 years) vs VSIAX (13 years). PSMJX is a more actively managed with annual turnover of: 65.20 vs. VSIAX (16.00). PSMJX has a lower initial minimum investment than VSIAX: PSMJX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 28.76 vs. PSMJX (21.81). VSIAX return over 5 years is better than : 57.44 vs. PSMJX (25.58).
| PSMJX | VSIAX | PSMJX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 9.520 | 15.498 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 0.77 | 2.01 | 38% |
| Returns for 1 year | 21.81 | 28.76 | 76% |
| Returns for 3 years | -12.38 | 13.29 | -93% |
| Returns for 5 years | 25.58 | 57.44 | 45% |
| Returns for 10 years | -4.93 | 108.79 | -5% |