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PSMVX vs VSIIX
PSMVX vs VSIIX Comparison
Open Charts PSMVX vs VSIIX
Principal SmallCap Value II R6
Price$11.56
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
PSMVX vs VSIIX Comparison Chart in %
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VS
PSMVX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. PSMVX (1.13B). 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 : 5.59 vs. PSMVX (-10.55). VSIIX return over 5 years is better than : 89.04 vs. PSMVX (40.09).
| 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 | 0.609 | 2.903 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 55.6B | 2% |
| Annual Yield % from dividends | 1.35 | 2.12 | 64% |
| Returns for 1 year | -10.55 | 5.59 | -189% |
| Returns for 3 years | 1.79 | 31.09 | 6% |
| Returns for 5 years | 40.09 | 89.04 | 45% |
| Returns for 10 years | -4.73 | 102.89 | -5% |
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