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PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$9.61
Change-$0.74 (-7.15%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index I
Price$42.50
Change-$3.06 (-6.72%)
VolumeN/A
Net Assets57.63B
PSMJX vs VSIIX Comparison Chart
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VS
VS
PSMJX vs. VSIIX commentary
Apr 05, 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: 57.6B vs. PSMJX (1.07B). VSIIX pays higher dividends than PSMJX: VSIIX (2.28) vs PSMJX (1.19). PSMJX was incepted earlier than VSIIX: PSMJX (16 years) vs VSIIX (25 years). PSMJX (1.36) 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 : 1.33 vs. PSMJX (-11.65). VSIIX return over 5 years is better than : 138.15 vs. PSMJX (69.77).
| PSMJX | VSIIX | PSMJX / VSIIX | |
| Total Expense Ratio | 1.34 | 0.06 | 2,233% |
| Annual Report Gross Expense Ratio | 1.36 | 0.06 | 2,267% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -5.479 | -4.147 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 57.6B | 2% |
| Annual Yield % from dividends | 1.19 | 2.28 | 52% |
| Returns for 1 year | -11.65 | 1.33 | -877% |
| Returns for 3 years | -13.21 | 9.16 | -144% |
| Returns for 5 years | 69.77 | 138.15 | 51% |
| Returns for 10 years | -18.65 | 80.22 | -23% |
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