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PSMVX vs VSIAX
PSMVX vs VSIAX Comparison
Open Charts PSMVX vs VSIAX
Principal SmallCap Value II R6
Price$11.60
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
PSMVX vs VSIAX Comparison Chart in %
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PSMVX vs. VSIAX 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 PSMVX is a Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PSMVX (1.14B). 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 : 11.67 vs. PSMVX (-2.59). VSIAX return over 5 years is better than : 94.16 vs. PSMVX (45.81).
| 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 | 0.957 | 2.044 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 54B | 2% |
| Annual Yield % from dividends | 1.35 | 2.11 | 64% |
| Returns for 1 year | -2.59 | 11.67 | -22% |
| Returns for 3 years | 6.42 | 34.88 | 18% |
| Returns for 5 years | 45.81 | 94.16 | 49% |
| Returns for 10 years | -6.81 | 96.53 | -7% |
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