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PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$11.48
Change+$0.12 (+1.06%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$50.29
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
PSMJX vs VSIIX Comparison Chart in %
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PSMJX vs. VSIIX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. PSMJX (1.13B). VSIIX pays higher dividends than PSMJX: VSIIX (1.98) vs PSMJX (1.07). 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 : 5.33 vs. PSMJX (-5.20). VSIIX return over 5 years is better than : 96.92 vs. PSMJX (44.80).
| 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 | 4.840 | 5.937 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 59.2B | 2% |
| Annual Yield % from dividends | 1.07 | 1.98 | 54% |
| Returns for 1 year | -5.20 | 5.33 | -97% |
| Returns for 3 years | 15.37 | 47.97 | 32% |
| Returns for 5 years | 44.80 | 96.92 | 46% |
| Returns for 10 years | 2.03 | 129.38 | 2% |
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