Interact to see
Advertisement
Advertisement
PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$11.01
Change-$0.11 (-0.99%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index Admiral
Price$86.48
Change-$0.71 (-0.81%)
VolumeN/A
Net Assets55.61B
PSMJX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSMJX vs. VSIAX commentary
Jul 13, 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: 55.6B vs. PSMJX (1.14B). VSIAX pays higher dividends than PSMJX: VSIAX (2.11) vs PSMJX (1.16). PSMJX was incepted earlier than VSIAX: PSMJX (16 years) vs VSIAX (14 years). PSMJX (1.22) 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 : 7.95 vs. PSMJX (-6.95). VSIAX return over 5 years is better than : 95.82 vs. PSMJX (43.07).
| PSMJX | VSIAX | PSMJX / VSIAX | |
| Total Expense Ratio | 1.20 | 0.07 | 1,714% |
| Annual Report Gross Expense Ratio | 1.22 | 0.07 | 1,743% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 0.548 | 1.833 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 55.6B | 2% |
| Annual Yield % from dividends | 1.16 | 2.11 | 55% |
| Returns for 1 year | -6.95 | 7.95 | -87% |
| Returns for 3 years | 5.27 | 35.66 | 15% |
| Returns for 5 years | 43.07 | 95.82 | 45% |
| Returns for 10 years | -14.05 | 93.40 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement