Interact to see
Advertisement
Advertisement
PSMVX vs VSIAX
PSMVX vs VSIAX Comparison
Open Charts PSMVX vs VSIAX
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 %
Loading...
View a ticker or compare two or three
VS
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.
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).
| 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 | 3.133 | 4.244 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 59.1B | 2% |
| Annual Yield % from dividends | 1.25 | 2.00 | 63% |
| Returns for 1 year | -8.59 | 1.00 | -859% |
| Returns for 3 years | 7.66 | 36.23 | 21% |
| Returns for 5 years | 31.56 | 75.90 | 42% |
| Returns for 10 years | 0.33 | 109.56 | 0% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement