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PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$10.02
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Value Index I
Price$45.09
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
PSMJX vs VSIIX Comparison Chart
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PSMJX vs. VSIIX commentary
May 23, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. PSMJX (1.05B). VSIIX pays higher dividends than PSMJX: VSIIX (2.35) vs PSMJX (1.26). PSMJX was incepted earlier than VSIIX: PSMJX (16 years) vs VSIIX (25 years). PSMJX (1.22) is less costly to investors than VSIIX (0.06). PSMJX is a more actively managed with annual turnover of: 73.90 vs. VSIIX (16.00). PSMJX has a lower initial minimum investment than VSIIX: PSMJX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 0.53 vs. PSMJX (-14.48). VSIIX return over 5 years is better than : 90.20 vs. PSMJX (33.78).
| PSMJX | VSIIX | PSMJX / VSIIX | |
| Total Expense Ratio | 1.20 | 0.06 | 2,000% |
| Annual Report Gross Expense Ratio | 1.22 | 0.06 | 2,033% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -8.584 | -5.052 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 51.7B | 2% |
| Annual Yield % from dividends | 1.26 | 2.35 | 53% |
| Returns for 1 year | -14.48 | 0.53 | -2,749% |
| Returns for 3 years | -9.54 | 18.66 | -51% |
| Returns for 5 years | 33.78 | 90.20 | 37% |
| Returns for 10 years | -21.15 | 78.52 | -27% |
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