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PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$12.17
Change-$0.52 (-4.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
PSMJX vs VSIAX Comparison Chart
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PSMJX vs. VSIAX commentary
Dec 19, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B 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 : 16.23 vs. PSMJX (8.80). VSIAX return over 5 years is better than : 52.83 vs. PSMJX (21.18).
| 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 | 8.834 | 15.031 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 63B | 2% |
| Annual Yield % from dividends | 0.77 | 2.01 | 38% |
| Returns for 1 year | 8.80 | 16.23 | 54% |
| Returns for 3 years | -7.22 | 20.67 | -35% |
| Returns for 5 years | 21.18 | 52.83 | 40% |
| Returns for 10 years | 4.64 | 105.65 | 4% |
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