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PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$11.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index Admiral
Price$89.77
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets58.35B
PSMJX vs VSIAX Comparison Chart in %
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PSMJX vs. VSIAX commentary
Nov 14, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PSMJX (1.11B). VSIAX pays higher dividends than PSMJX: VSIAX (2.02) vs PSMJX (1.08). 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 : -0.53 vs. PSMJX (-10.33). VSIAX return over 5 years is better than : 65.19 vs. PSMJX (21.12).
| 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 | 5.388 | 5.811 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 58.3B | 2% |
| Annual Yield % from dividends | 1.08 | 2.02 | 54% |
| Returns for 1 year | -10.33 | -0.53 | 1,940% |
| Returns for 3 years | -0.29 | 27.41 | -1% |
| Returns for 5 years | 21.12 | 65.19 | 32% |
| Returns for 10 years | -1.62 | 117.18 | -1% |
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