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PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$11.04
Change+$0.08 (+0.73%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PSMJX vs VSIIX Comparison Chart in %
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PSMJX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PSMJX (1.14B). VSIIX pays higher dividends than PSMJX: VSIIX (2.12) vs PSMJX (1.16). PSMJX was incepted earlier than VSIIX: PSMJX (16 years) vs VSIIX (26 years). PSMJX (1.22) is less costly to investors than VSIIX (0.06). PSMJX is a more actively managed with annual turnover of: 73.90 vs. VSIIX (16.00). PSMJX has a lower initial minimum investment than VSIIX: PSMJX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. PSMJX (-3.31). VSIIX return over 5 years is better than : 94.15 vs. PSMJX (41.50).
| PSMJX | VSIIX | PSMJX / VSIIX | |
| Total Expense Ratio | 1.20 | 0.06 | 2,000% |
| Annual Report Gross Expense Ratio | 1.22 | 0.06 | 2,033% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 0.822 | 2.040 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 54B | 2% |
| Annual Yield % from dividends | 1.16 | 2.12 | 55% |
| Returns for 1 year | -3.31 | 11.69 | -28% |
| Returns for 3 years | 4.58 | 34.90 | 13% |
| Returns for 5 years | 41.50 | 94.15 | 44% |
| Returns for 10 years | -12.64 | 96.60 | -13% |
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