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PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$10.20
Change-$0.19 (-1.83%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
PSMJX vs VSIAX Comparison Chart
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PSMJX vs. VSIAX commentary
Jun 15, 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: 54B vs. PSMJX (1.07B). VSIAX pays higher dividends than PSMJX: VSIAX (2.23) vs PSMJX (1.21). 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 : 3.83 vs. PSMJX (-8.45). VSIAX return over 5 years is better than : 80.63 vs. PSMJX (32.34).
| 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 | -5.114 | -4.304 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 54B | 2% |
| Annual Yield % from dividends | 1.21 | 2.23 | 54% |
| Returns for 1 year | -8.45 | 3.83 | -221% |
| Returns for 3 years | -2.84 | 26.16 | -11% |
| Returns for 5 years | 32.34 | 80.63 | 40% |
| Returns for 10 years | -19.01 | 80.44 | -24% |
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