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PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$11.04
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index Admiral
Price$92.52
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets59.64B
PSMJX vs VSIAX Comparison Chart in %
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PSMJX vs. VSIAX commentary
Dec 28, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.6B vs. PSMJX (1.14B). VSIAX pays higher dividends than PSMJX: VSIAX (1.97) vs PSMJX (1.05). PSMJX was incepted earlier than VSIAX: PSMJX (17 years) vs VSIAX (14 years). PSMJX (1.22) is less costly to investors than VSIAX (0.07). PSMJX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PSMJX has a lower initial minimum investment than VSIAX: PSMJX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 7.57 vs. PSMJX (-0.27). VSIAX return over 5 years is better than : 54.72 vs. PSMJX (4.23).
| PSMJX | VSIAX | PSMJX / VSIAX | |
| Total Expense Ratio | 1.20 | 0.07 | 1,714% |
| Annual Report Gross Expense Ratio | 1.22 | 0.07 | 1,743% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 0.822 | 9.053 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 59.6B | 2% |
| Annual Yield % from dividends | 1.05 | 1.97 | 53% |
| Returns for 1 year | -0.27 | 7.57 | -4% |
| Returns for 3 years | 12.36 | 37.11 | 33% |
| Returns for 5 years | 4.23 | 54.72 | 8% |
| Returns for 10 years | 3.96 | 123.76 | 3% |
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