Ad is loading...
PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$9.67
Change+$0.19 (+2.00%)
VolumeN/A
Net Assets996.11M
Vanguard Small Cap Value Index I
Price$43.16
Change+$0.82 (+1.94%)
VolumeN/A
Net Assets53.62B
PSMJX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSMJX vs. VSIIX commentary
Apr 25, 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: 53.6B vs. PSMJX (996M). 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 : -3.09 vs. PSMJX (-17.12). VSIIX return over 5 years is better than : 92.61 vs. PSMJX (36.80).
| 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 | -13.425 | -10.922 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 53.6B | 2% |
| Annual Yield % from dividends | 1.19 | 2.28 | 52% |
| Returns for 1 year | -17.12 | -3.09 | 554% |
| Returns for 3 years | -17.39 | 4.79 | -363% |
| Returns for 5 years | 36.80 | 92.61 | 40% |
| Returns for 10 years | -25.04 | 68.82 | -36% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers