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PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$12.77
Change-$0.09 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PSMJX vs VSIIX Comparison Chart
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PSMJX vs. VSIIX commentary
Nov 18, 2024
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: 57.6B vs. PSMJX (1.19B). VSIIX pays higher dividends than PSMJX: VSIIX (2.02) vs PSMJX (0.77). PSMJX was incepted earlier than VSIIX: PSMJX (16 years) vs VSIIX (25 years). PSMJX is a more actively managed with annual turnover of: 65.20 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 : 28.76 vs. PSMJX (21.81). VSIIX return over 5 years is better than : 57.48 vs. PSMJX (25.58).
| PSMJX | VSIIX | PSMJX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 9.520 | 15.492 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 0.77 | 2.02 | 38% |
| Returns for 1 year | 21.81 | 28.76 | 76% |
| Returns for 3 years | -12.38 | 13.30 | -93% |
| Returns for 5 years | 25.58 | 57.48 | 44% |
| Returns for 10 years | -4.93 | 108.84 | -5% |
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