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PSMVX vs VSIIX
PSMVX vs VSIIX Comparison
Open Charts PSMVX vs VSIIX
Principal SmallCap Value II R6
Price$11.60
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PSMVX vs VSIIX Comparison Chart in %
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PSMVX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PSMVX (1.14B). VSIIX pays higher dividends than PSMVX: VSIIX (2.12) vs PSMVX (1.35). PSMVX was incepted earlier than VSIIX: PSMVX (11 years) vs VSIIX (26 years). PSMVX (0.91) is less costly to investors than VSIIX (0.06). PSMVX is a more actively managed with annual turnover of: 73.90 vs. VSIIX (16.00). PSMVX has a lower initial minimum investment than VSIIX: PSMVX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. PSMVX (-2.59). VSIIX return over 5 years is better than : 94.15 vs. PSMVX (45.81).
| PSMVX | VSIIX | PSMVX / VSIIX | |
| Total Expense Ratio | 0.88 | 0.06 | 1,467% |
| Annual Report Gross Expense Ratio | 0.91 | 0.06 | 1,517% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 0.957 | 2.040 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 54B | 2% |
| Annual Yield % from dividends | 1.35 | 2.12 | 64% |
| Returns for 1 year | -2.59 | 11.69 | -22% |
| Returns for 3 years | 6.42 | 34.90 | 18% |
| Returns for 5 years | 45.81 | 94.15 | 49% |
| Returns for 10 years | -6.81 | 96.60 | -7% |
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