PSBMX
Price
$26.56
Change
+$0.13 (+0.49%)
Updated
Jan 17 closing price
Net Assets
2.29B
VSCPX
Price
$343.59
Change
+$1.39 (+0.41%)
Updated
Jan 17 closing price
Net Assets
155.27B
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PSBMX vs VSCPX

Header iconPSBMX vs VSCPX Comparison
Open Charts PSBMX vs VSCPXBanner chart's image
Principal SmallCap R3
Price$26.56
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets2.29B
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
PSBMX vs VSCPX Comparison Chart
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PSBMX vs. VSCPX commentary
Jan 19, 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 Hold and VSCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. PSBMX (2.29B). VSCPX pays higher dividends than PSBMX: VSCPX (1.44) vs PSBMX (0.04). PSBMX was incepted earlier than VSCPX: PSBMX (24 years) vs VSCPX (14 years). PSBMX is a more actively managed with annual turnover of: 28.70 vs. VSCPX (12.00). PSBMX has a lower initial minimum investment than VSCPX: PSBMX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 21.27 vs. PSBMX (12.66). VSCPX return over 5 years is better than : 49.02 vs. PSBMX (22.99).
PSBMXVSCPXPSBMX / VSCPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years14 years-
Gain YTD4.2603.376126%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.29B155B1%
Annual Yield % from dividends0.041.443%
Returns for 1 year12.6621.2760%
Returns for 3 years4.9717.2629%
Returns for 5 years22.9949.0247%
Returns for 10 years34.28127.2427%
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