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PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$11.39
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
PSMJX vs VSIAX Comparison Chart
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PSMJX vs. VSIAX commentary
Jan 31, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PSMJX (1.17B). 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 : 17.45 vs. PSMJX (1.97). VSIAX return over 5 years is better than : 57.90 vs. PSMJX (14.88).
| 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 | 3.105 | 3.440 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 58.3B | 2% |
| Annual Yield % from dividends | 0.77 | 2.01 | 38% |
| Returns for 1 year | 1.97 | 17.45 | 11% |
| Returns for 3 years | -3.51 | 21.69 | -16% |
| Returns for 5 years | 14.88 | 57.90 | 26% |
| Returns for 10 years | -4.06 | 107.64 | -4% |