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PSMJX vs VSIAX
PSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAX
Principal SmallCap Value II J
Price$10.99
Change+$0.07 (+0.64%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
PSMJX vs VSIAX Comparison Chart in %
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PSMJX vs. VSIAX commentary
Jul 27, 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: 55.6B vs. PSMJX (1.13B). VSIAX pays higher dividends than PSMJX: VSIAX (2.11) vs PSMJX (1.16). PSMJX was incepted earlier than VSIAX: PSMJX (16 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 : 5.59 vs. PSMJX (-11.27). VSIAX return over 5 years is better than : 88.99 vs. PSMJX (35.80).
| 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 | 16 years | 14 years | - |
| Gain YTD | 0.365 | 2.904 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 55.6B | 2% |
| Annual Yield % from dividends | 1.16 | 2.11 | 55% |
| Returns for 1 year | -11.27 | 5.59 | -202% |
| Returns for 3 years | -0.06 | 31.08 | -0% |
| Returns for 5 years | 35.80 | 88.99 | 40% |
| Returns for 10 years | -10.74 | 102.83 | -10% |
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