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PSMVX vs VSIIX
PSMVX vs VSIIX Comparison
Open Charts PSMVX vs VSIIX
Principal SmallCap Value II R6
Price$11.26
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets1.1B
Vanguard Small Cap Value Index I
Price$47.59
Change-$0.19 (-0.40%)
VolumeN/A
Net Assets56.44B
PSMVX vs VSIIX Comparison Chart in %
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PSMVX vs. VSIIX commentary
Aug 07, 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 PSMVX is a StrongBuy and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. PSMVX (1.1B). VSIIX pays higher dividends than PSMVX: VSIIX (2.08) vs PSMVX (1.32). PSMVX was incepted earlier than VSIIX: PSMVX (11 years) vs VSIIX (26 years). PSMVX (0.91) is less costly to investors than VSIIX (0.06). PSMVX is a more actively managed with annual turnover of: 73.90 vs. VSIIX (16.00). PSMVX has a lower initial minimum investment than VSIIX: PSMVX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 8.30 vs. PSMVX (-5.81). VSIIX return over 5 years is better than : 75.08 vs. PSMVX (29.72).
| PSMVX | VSIIX | PSMVX / VSIIX | |
| Total Expense Ratio | 0.88 | 0.06 | 1,467% |
| Annual Report Gross Expense Ratio | 0.91 | 0.06 | 1,517% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -1.654 | 0.649 | -255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 56.4B | 2% |
| Annual Yield % from dividends | 1.32 | 2.08 | 64% |
| Returns for 1 year | -5.81 | 8.30 | -70% |
| Returns for 3 years | -3.63 | 23.67 | -15% |
| Returns for 5 years | 29.72 | 75.08 | 40% |
| Returns for 10 years | -6.88 | 98.21 | -7% |
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