PSMVX
Price
$11.60
Change
+$0.08 (+0.69%)
Updated
Jul 3 closing price
Net Assets
1.14B
VSIIX
Price
$48.44
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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PSMVX vs VSIIX

Header iconPSMVX vs VSIIX Comparison
Open Charts PSMVX vs VSIIXBanner chart's image
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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VS
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.

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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).
PSMVXVSIIXPSMVX / VSIIX
Total Expense Ratio0.880.061,467%
Annual Report Gross Expense Ratio0.910.061,517%
Fund Existence11 years26 years-
Gain YTD0.9572.04047%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B54B2%
Annual Yield % from dividends1.352.1264%
Returns for 1 year-2.5911.69-22%
Returns for 3 years6.4234.9018%
Returns for 5 years45.8194.1549%
Returns for 10 years-6.8196.60-7%
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