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PSMVX vs VSIIX
PSMVX vs VSIIX Comparison
Open Charts PSMVX vs VSIIX
Principal SmallCap Value II R6
Price$12.03
Change+$0.18 (+1.52%)
VolumeN/A
Net Assets1.09B
Vanguard Small Cap Value Index I
Price$50.06
Change+$0.62 (+1.25%)
VolumeN/A
Net Assets59.14B
PSMVX vs VSIIX Comparison Chart in %
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PSMVX vs. VSIIX commentary
Oct 21, 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 Hold and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. PSMVX (1.09B). VSIIX pays higher dividends than PSMVX: VSIIX (2.01) vs PSMVX (1.25). 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 : 0.94 vs. PSMVX (-8.59). VSIIX return over 5 years is better than : 77.81 vs. PSMVX (31.56).
| 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 | 3.133 | 4.250 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 59.1B | 2% |
| Annual Yield % from dividends | 1.25 | 2.01 | 62% |
| Returns for 1 year | -8.59 | 0.94 | -912% |
| Returns for 3 years | 7.66 | 37.53 | 20% |
| Returns for 5 years | 31.56 | 77.81 | 41% |
| Returns for 10 years | 0.33 | 108.97 | 0% |
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