PSBMX
Price
$26.00
Change
-$0.07 (-0.27%)
Updated
Aug 7 closing price
Net Assets
2.07B
VSMAX
Price
$115.19
Change
-$0.19 (-0.16%)
Updated
Aug 7 closing price
Net Assets
154.18B
Interact to see
Advertisement

PSBMX vs VSMAX

Header iconPSBMX vs VSMAX Comparison
Open Charts PSBMX vs VSMAXBanner chart's image
Principal SmallCap R3
Price$26.00
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets2.07B
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
PSBMX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PSBMX vs. VSMAX commentary
Aug 08, 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 VSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. PSBMX (2.07B). VSMAX pays higher dividends than PSBMX: VSMAX (1.37) vs PSBMX (0.00). PSBMX was incepted earlier than VSMAX: PSBMX (25 years) vs VSMAX (25 years). PSBMX (1.31) is less costly to investors than VSMAX (0.05). PSBMX is a more actively managed with annual turnover of: 41.10 vs. VSMAX (13.00). PSBMX has a lower initial minimum investment than VSMAX: PSBMX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.37 vs. PSBMX (9.40). VSMAX return over 5 years is better than : 54.82 vs. PSBMX (28.55).
PSBMXVSMAXPSBMX / VSMAX
Total Expense Ratio1.310.052,620%
Annual Report Gross Expense Ratio1.310.052,620%
Fund Existence25 years25 years-
Gain YTD2.8400.360789%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.07B154B1%
Annual Yield % from dividends0.001.37-
Returns for 1 year9.4012.3776%
Returns for 3 years10.8522.8148%
Returns for 5 years28.5554.8252%
Returns for 10 years19.84108.1018%
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 %
FSPHX25.16N/A
N/A
Fidelity Select Health Care
VARAX10.71N/A
N/A
FirstTrust Merger Arbitrage Cl A
WSCRX34.83N/A
N/A
Allspring Small Company Growth R6
MAIJX19.29N/A
N/A
Morgan Stanley Inst Passport ovrs eq R6
MSDMX14.01N/A
N/A
Morgan Stanley Emerging Mkt ex China R6