PSBJX
Price
$24.83
Change
+$0.28 (+1.14%)
Updated
Jul 17 closing price
Net Assets
2.05B
VSMAX
Price
$116.71
Change
+$1.38 (+1.20%)
Updated
Jul 17 closing price
Net Assets
153.28B
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PSBJX vs VSMAX

Header iconPSBJX vs VSMAX Comparison
Open Charts PSBJX vs VSMAXBanner chart's image
Principal SmallCap J
Price$24.83
Change+$0.28 (+1.14%)
VolumeN/A
Net Assets2.05B
Vanguard Small Cap Index Admiral Shares
Price$116.71
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
PSBJX vs VSMAX Comparison Chart in %
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VS
PSBJX vs. VSMAX commentary
Jul 18, 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 PSBJX is a Buy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. PSBJX (2.06B). VSMAX pays higher dividends than PSBJX: VSMAX (1.40) vs PSBJX (0.24). PSBJX was incepted earlier than VSMAX: PSBJX (24 years) vs VSMAX (25 years). PSBJX (0.98) is less costly to investors than VSMAX (0.05). PSBJX is a more actively managed with annual turnover of: 41.10 vs. VSMAX (13.00). PSBJX has a lower initial minimum investment than VSMAX: PSBJX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 4.38 vs. PSBJX (-1.05). VSMAX return over 5 years is better than : 63.22 vs. PSBJX (36.90).
PSBJXVSMAXPSBJX / VSMAX
Total Expense Ratio0.980.051,960%
Annual Report Gross Expense Ratio0.980.051,960%
Fund Existence24 years25 years-
Gain YTD1.7830.316563%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B153B1%
Annual Yield % from dividends0.241.4017%
Returns for 1 year-1.054.38-24%
Returns for 3 years22.2636.0362%
Returns for 5 years36.9063.2258%
Returns for 10 years17.98105.4417%
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