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PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$11.90
Change+$0.20 (+1.71%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$50.98
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
PSMJX vs VSIIX Comparison Chart in %
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PSMJX vs. VSIIX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. PSMJX (1.14B). VSIIX pays higher dividends than PSMJX: VSIIX (1.98) vs PSMJX (1.05). 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: 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 : -1.66 vs. PSMJX (-10.72). VSIIX return over 5 years is better than : 56.53 vs. PSMJX (15.49).
| 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 | 17 years | 26 years | - |
| Gain YTD | 7.032 | 6.738 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 58.3B | 2% |
| Annual Yield % from dividends | 1.05 | 1.98 | 53% |
| Returns for 1 year | -10.72 | -1.66 | 645% |
| Returns for 3 years | 0.59 | 26.51 | 2% |
| Returns for 5 years | 15.49 | 56.53 | 27% |
| Returns for 10 years | -3.01 | 113.27 | -3% |
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