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PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$9.67
Change+$0.19 (+2.00%)
VolumeN/A
Net Assets996.11M
Vanguard Small Cap Value Index Admiral
Price$77.22
Change+$1.48 (+1.95%)
VolumeN/A
Net Assets53.62B
PSMJX vs VSIAX Comparison Chart
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PSMJX vs. VSIAX commentary
Apr 25, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. PSMJX (996M). VSIAX pays higher dividends than PSMJX: VSIAX (2.27) vs PSMJX (1.19). PSMJX was incepted earlier than VSIAX: PSMJX (16 years) vs VSIAX (14 years). PSMJX (1.36) is less costly to investors than VSIAX (0.07). PSMJX is a more actively managed with annual turnover of: 73.90 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 : -3.10 vs. PSMJX (-17.12). VSIAX return over 5 years is better than : 92.61 vs. PSMJX (36.80).
| PSMJX | VSIAX | PSMJX / VSIAX | |
| Total Expense Ratio | 1.34 | 0.07 | 1,914% |
| Annual Report Gross Expense Ratio | 1.36 | 0.07 | 1,943% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -13.425 | -10.925 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 53.6B | 2% |
| Annual Yield % from dividends | 1.19 | 2.27 | 53% |
| Returns for 1 year | -17.12 | -3.10 | 553% |
| Returns for 3 years | -17.39 | 4.76 | -365% |
| Returns for 5 years | 36.80 | 92.61 | 40% |
| Returns for 10 years | -25.04 | 68.74 | -36% |
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