PSBMX
Price
$28.52
Change
+$0.60 (+2.15%)
Updated
Sep 18 closing price
Net Assets
2.17B
VSMAX
Price
$124.17
Change
+$1.84 (+1.50%)
Updated
Sep 18 closing price
Net Assets
161.26B
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PSBMX vs VSMAX

Header iconPSBMX vs VSMAX Comparison
Open Charts PSBMX vs VSMAXBanner chart's image
Principal SmallCap R3
Price$28.52
Change+$0.60 (+2.15%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index Admiral Shares
Price$124.17
Change+$1.84 (+1.50%)
VolumeN/A
Net Assets161.26B
PSBMX vs VSMAX Comparison Chart in %
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VS
PSBMX vs. VSMAX commentary
Sep 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 Buy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. PSBMX (2.17B). VSMAX pays higher dividends than PSBMX: VSMAX (1.31) 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 : 9.64 vs. PSBMX (8.39). VSMAX return over 5 years is better than : 67.39 vs. PSBMX (38.29).
PSBMXVSMAXPSBMX / VSMAX
Total Expense Ratio1.310.052,620%
Annual Report Gross Expense Ratio1.310.052,620%
Fund Existence25 years25 years-
Gain YTD10.1386.405158%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.17B161B1%
Annual Yield % from dividends0.001.31-
Returns for 1 year8.399.6487%
Returns for 3 years24.6537.5066%
Returns for 5 years38.2967.3957%
Returns for 10 years34.63132.7226%
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