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PSMVX vs VSIIX
PSMVX vs VSIIX Comparison
Open Charts PSMVX vs VSIIX
Principal SmallCap Value II R6
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PSMVX vs VSIIX Comparison Chart
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PSMVX vs. VSIIX commentary
Sep 20, 2024
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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. PSMVX (1.16B). VSIIX pays higher dividends than PSMVX: VSIIX (2.02) vs PSMVX (1.05). PSMVX was incepted earlier than VSIIX: PSMVX (10 years) vs VSIIX (25 years). PSMVX is a more actively managed with annual turnover of: 65.20 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 : 21.77 vs. PSMVX (15.90). VSIIX return over 5 years is better than : 55.85 vs. PSMVX (26.35).
| PSMVX | VSIIX | PSMVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 5.094 | 10.459 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 57.3B | 2% |
| Annual Yield % from dividends | 1.05 | 2.02 | 52% |
| Returns for 1 year | 15.90 | 21.77 | 73% |
| Returns for 3 years | -4.85 | 17.80 | -27% |
| Returns for 5 years | 26.35 | 55.85 | 47% |
| Returns for 10 years | N/A | 102.79 | - |