PSMJX
Price
$11.69
Change
+$0.29 (+2.54%)
Updated
Feb 3 closing price
Net Assets
1.21B
VSIIX
Price
$54.21
Change
+$4.36 (+8.75%)
Updated
Feb 3 closing price
Net Assets
59.85B
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PSMJX vs VSIIX

Header iconPSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIXBanner chart's image
Principal SmallCap Value II J
Price$11.69
Change+$0.29 (+2.54%)
VolumeN/A
Net Assets1.21B
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
PSMJX vs VSIIX Comparison Chart in %
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VS
PSMJX vs. VSIIX commentary
Feb 05, 2026

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 VSIIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. PSMJX (1.21B). VSIIX pays higher dividends than PSMJX: VSIIX (1.86) vs PSMJX (0.93). PSMJX was incepted earlier than VSIIX: PSMJX (17 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: 89.90 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 : 12.05 vs. PSMJX (6.41). VSIIX return over 5 years is better than : 51.14 vs. PSMJX (2.23).
PSMJXVSIIXPSMJX / VSIIX
Total Expense Ratio1.200.062,000%
Annual Report Gross Expense Ratio1.220.062,033%
Fund Existence17 years26 years-
Gain YTD7.8416.545120%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.21B59.8B2%
Annual Yield % from dividends0.931.8650%
Returns for 1 year6.4112.0553%
Returns for 3 years6.9029.9223%
Returns for 5 years2.2351.144%
Returns for 10 years27.04162.4217%
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