PSBMX
Price
$26.05
Change
+$0.30 (+1.17%)
Updated
Jul 17 closing price
Net Assets
2.05B
VSCIX
Price
$116.70
Change
+$1.38 (+1.20%)
Updated
Jul 17 closing price
Net Assets
153.28B
Interact to see
Advertisement

PSBMX vs VSCIX

Header iconPSBMX vs VSCIX Comparison
Open Charts PSBMX vs VSCIXBanner chart's image
Principal SmallCap R3
Price$26.05
Change+$0.30 (+1.17%)
VolumeN/A
Net Assets2.05B
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
PSBMX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PSBMX vs. VSCIX 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 PSBMX is a Buy and VSCIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. PSBMX (2.06B). VSCIX pays higher dividends than PSBMX: VSCIX (1.41) vs PSBMX (0.00). PSBMX was incepted earlier than VSCIX: PSBMX (25 years) vs VSCIX (28 years). PSBMX (1.31) is less costly to investors than VSCIX (0.04). PSBMX is a more actively managed with annual turnover of: 41.10 vs. VSCIX (13.00). PSBMX has a lower initial minimum investment than VSCIX: PSBMX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 4.38 vs. PSBMX (-1.30). VSCIX return over 5 years is better than : 63.22 vs. PSBMX (35.88).
PSBMXVSCIXPSBMX / VSCIX
Total Expense Ratio1.310.043,275%
Annual Report Gross Expense Ratio1.310.043,275%
Fund Existence25 years28 years-
Gain YTD1.5780.318497%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B153B1%
Annual Yield % from dividends0.001.41-
Returns for 1 year-1.304.38-30%
Returns for 3 years21.5236.0260%
Returns for 5 years35.8863.2257%
Returns for 10 years17.19105.4816%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CPCRX4.51N/A
N/A
Comstock Capital Value I
HRCIX64.95N/A
N/A
Carillon ClariVest Capital Apprec I
FIIAX22.59N/A
N/A
Fidelity Advisor Mid Cap II A
JBAFX30.26N/A
N/A
JHancock Balanced R4
SOAEX11.20N/A
N/A
Spirit of America Energy A