PSMVX
Price
$11.85
Change
+$0.03 (+0.25%)
Updated
Oct 17 closing price
Net Assets
1.09B
VSIAX
Price
$88.44
Change
+$0.26 (+0.29%)
Updated
Oct 17 closing price
Net Assets
59.14B
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PSMVX vs VSIAX

Header iconPSMVX vs VSIAX Comparison
Open Charts PSMVX vs VSIAXBanner chart's image
Principal SmallCap Value II R6
Price$11.85
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.09B
Vanguard Small Cap Value Index Admiral
Price$88.44
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets59.14B
PSMVX vs VSIAX Comparison Chart in %
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VS
PSMVX vs. VSIAX commentary
Oct 19, 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 PSMVX is a Hold and VSIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.1B vs. PSMVX (1.09B). VSIAX pays higher dividends than PSMVX: VSIAX (2.00) vs PSMVX (1.25). PSMVX was incepted earlier than VSIAX: PSMVX (11 years) vs VSIAX (14 years). PSMVX (0.91) is less costly to investors than VSIAX (0.07). PSMVX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PSMVX has a lower initial minimum investment than VSIAX: PSMVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 1.00 vs. PSMVX (-8.59). VSIAX return over 5 years is better than : 75.90 vs. PSMVX (31.56).
PSMVXVSIAXPSMVX / VSIAX
Total Expense Ratio0.880.071,257%
Annual Report Gross Expense Ratio0.910.071,300%
Fund Existence11 years14 years-
Gain YTD3.1334.24474%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B59.1B2%
Annual Yield % from dividends1.252.0063%
Returns for 1 year-8.591.00-859%
Returns for 3 years7.6636.2321%
Returns for 5 years31.5675.9042%
Returns for 10 years0.33109.560%
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