PSMJX
Price
$11.04
Change
+$0.08 (+0.73%)
Updated
Jul 3 closing price
Net Assets
1.14B
VSIAX
Price
$86.66
Change
+$0.43 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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PSMJX vs VSIAX

Header iconPSMJX vs VSIAX Comparison
Open Charts PSMJX vs VSIAXBanner chart's image
Principal SmallCap Value II J
Price$11.04
Change+$0.08 (+0.73%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
PSMJX vs VSIAX Comparison Chart in %
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PSMJX vs. VSIAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PSMJX (1.14B). 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 : 11.67 vs. PSMJX (-3.31). VSIAX return over 5 years is better than : 94.16 vs. PSMJX (41.50).
PSMJXVSIAXPSMJX / VSIAX
Total Expense Ratio1.200.071,714%
Annual Report Gross Expense Ratio1.220.071,743%
Fund Existence16 years14 years-
Gain YTD0.8222.04440%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B54B2%
Annual Yield % from dividends1.162.1155%
Returns for 1 year-3.3111.67-28%
Returns for 3 years4.5834.8813%
Returns for 5 years41.5094.1644%
Returns for 10 years-12.6496.53-13%
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