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PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$10.88
Change-$0.25 (-2.25%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
PSMJX vs VSIIX Comparison Chart
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PSMJX vs. VSIIX commentary
Feb 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. PSMJX (1.13B). 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 : 9.99 vs. PSMJX (-3.46). VSIIX return over 5 years is better than : 47.63 vs. PSMJX (8.99).
| 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 | -0.639 | -0.294 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 60.2B | 2% |
| Annual Yield % from dividends | 0.77 | 2.02 | 38% |
| Returns for 1 year | -3.46 | 9.99 | -35% |
| Returns for 3 years | -6.15 | 17.99 | -34% |
| Returns for 5 years | 8.99 | 47.63 | 19% |
| Returns for 10 years | -12.31 | 90.58 | -14% |
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