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PSMVX vs VSIAX
PSMVX vs VSIAX Comparison
Open Charts PSMVX vs VSIAX
Principal SmallCap Value II R6
Price$11.56
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
PSMVX vs VSIAX Comparison Chart in %
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PSMVX vs. VSIAX 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 PSMVX is a Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. PSMVX (1.13B). VSIAX pays higher dividends than PSMVX: VSIAX (2.11) vs PSMVX (1.35). 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 : 5.59 vs. PSMVX (-10.55). VSIAX return over 5 years is better than : 88.99 vs. PSMVX (40.09).
| PSMVX | VSIAX | PSMVX / VSIAX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.91 | 0.07 | 1,300% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 0.609 | 2.904 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 55.6B | 2% |
| Annual Yield % from dividends | 1.35 | 2.11 | 64% |
| Returns for 1 year | -10.55 | 5.59 | -189% |
| Returns for 3 years | 1.79 | 31.08 | 6% |
| Returns for 5 years | 40.09 | 88.99 | 45% |
| Returns for 10 years | -4.73 | 102.83 | -5% |
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