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PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$9.61
Change-$0.74 (-7.15%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
PSMJX vs VSIAX Comparison Chart
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PSMJX vs. VSIAX commentary
Apr 05, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PSMJX (1.07B). 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 : 1.33 vs. PSMJX (-11.65). VSIAX return over 5 years is better than : 138.18 vs. PSMJX (69.77).
| 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 | -5.479 | -4.128 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 57.6B | 2% |
| Annual Yield % from dividends | 1.19 | 2.27 | 53% |
| Returns for 1 year | -11.65 | 1.33 | -873% |
| Returns for 3 years | -13.21 | 9.17 | -144% |
| Returns for 5 years | 69.77 | 138.18 | 50% |
| Returns for 10 years | -18.65 | 80.20 | -23% |
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