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PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$11.04
Change-$0.11 (-0.99%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
PSMJX vs VSIIX Comparison Chart in %
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PSMJX vs. VSIIX commentary
Aug 17, 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. PSMJX (1.11B). VSIIX pays higher dividends than PSMJX: VSIIX (2.08) vs PSMJX (1.14). PSMJX was incepted earlier than VSIIX: PSMJX (16 years) vs VSIIX (26 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 : 6.63 vs. PSMJX (-5.77). VSIIX return over 5 years is better than : 76.63 vs. PSMJX (28.25).
| 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 | 26 years | - |
| Gain YTD | 1.826 | 2.672 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 56.4B | 2% |
| Annual Yield % from dividends | 1.14 | 2.08 | 55% |
| Returns for 1 year | -5.77 | 6.63 | -87% |
| Returns for 3 years | -6.66 | 19.32 | -34% |
| Returns for 5 years | 28.25 | 76.63 | 37% |
| Returns for 10 years | -10.62 | 99.67 | -11% |
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