PSBMX
Price
$26.05
Change
+$0.30 (+1.17%)
Updated
Jul 17 closing price
Net Assets
2.05B
VSCPX
Price
$336.84
Change
+$3.97 (+1.19%)
Updated
Jul 17 closing price
Net Assets
153.28B
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PSBMX vs VSCPX

Header iconPSBMX vs VSCPX Comparison
Open Charts PSBMX vs VSCPXBanner chart's image
Principal SmallCap R3
Price$26.05
Change+$0.30 (+1.17%)
VolumeN/A
Net Assets2.05B
Vanguard Small Cap Index InstlPlus
Price$336.84
Change+$3.97 (+1.19%)
VolumeN/A
Net Assets153.28B
PSBMX vs VSCPX Comparison Chart in %
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PSBMX vs. VSCPX 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 VSCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. PSBMX (2.06B). VSCPX pays higher dividends than PSBMX: VSCPX (1.42) vs PSBMX (0.00). PSBMX was incepted earlier than VSCPX: PSBMX (25 years) vs VSCPX (15 years). PSBMX (1.31) is less costly to investors than VSCPX (0.03). PSBMX is a more actively managed with annual turnover of: 41.10 vs. VSCPX (13.00). 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 : 4.39 vs. PSBMX (-1.30). VSCPX return over 5 years is better than : 63.25 vs. PSBMX (35.88).
PSBMXVSCPXPSBMX / VSCPX
Total Expense Ratio1.310.034,367%
Annual Report Gross Expense Ratio1.310.034,367%
Fund Existence25 years15 years-
Gain YTD1.5780.322490%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B153B1%
Annual Yield % from dividends0.001.42-
Returns for 1 year-1.304.39-30%
Returns for 3 years21.5236.0460%
Returns for 5 years35.8863.2557%
Returns for 10 years17.19105.5216%
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