PSMJX
Price
$11.04
Change
+$0.08 (+0.73%)
Updated
Jul 3 closing price
Net Assets
1.14B
VSIIX
Price
$48.44
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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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+$0.08 (+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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VS
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.

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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).
PSMJXVSIIXPSMJX / VSIIX
Total Expense Ratio1.200.062,000%
Annual Report Gross Expense Ratio1.220.062,033%
Fund Existence16 years26 years-
Gain YTD0.8222.04040%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B54B2%
Annual Yield % from dividends1.162.1255%
Returns for 1 year-3.3111.69-28%
Returns for 3 years4.5834.9013%
Returns for 5 years41.5094.1544%
Returns for 10 years-12.6496.60-13%
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