PSMJX
Price
$11.04
Change
-$0.02 (-0.18%)
Updated
Dec 26 closing price
Net Assets
1.14B
VSIIX
Price
$51.72
Change
-$0.01 (-0.02%)
Updated
Dec 26 closing price
Net Assets
59.64B
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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$11.04
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$51.72
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.64B
PSMJX vs VSIIX Comparison Chart in %
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VS
PSMJX vs. VSIIX commentary
Dec 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 Hold and VSIIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.6B 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 : 7.59 vs. PSMJX (-0.27). VSIIX return over 5 years is better than : 54.75 vs. PSMJX (4.23).
PSMJXVSIIXPSMJX / VSIIX
Total Expense Ratio1.200.062,000%
Annual Report Gross Expense Ratio1.220.062,033%
Fund Existence17 years26 years-
Gain YTD0.8229.0589%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B59.6B2%
Annual Yield % from dividends1.051.9853%
Returns for 1 year-0.277.59-4%
Returns for 3 years12.3637.1533%
Returns for 5 years4.2354.758%
Returns for 10 years3.96123.863%
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