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PSMJX vs VSIIX
PSMJX vs VSIIX Comparison
Open Charts PSMJX vs VSIIX
Principal SmallCap Value II J
Price$10.99
Change+$0.07 (+0.64%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
PSMJX vs VSIIX Comparison Chart in %
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PSMJX vs. VSIIX commentary
Jul 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 Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. PSMJX (1.13B). 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 : 5.59 vs. PSMJX (-11.27). VSIIX return over 5 years is better than : 89.04 vs. PSMJX (35.80).
| 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 | 16 years | 26 years | - |
| Gain YTD | 0.365 | 2.903 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 55.6B | 2% |
| Annual Yield % from dividends | 1.16 | 2.12 | 55% |
| Returns for 1 year | -11.27 | 5.59 | -202% |
| Returns for 3 years | -0.06 | 31.09 | -0% |
| Returns for 5 years | 35.80 | 89.04 | 40% |
| Returns for 10 years | -10.74 | 102.89 | -10% |
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