PSBMX
Price
$26.14
Change
-$0.21 (-0.80%)
Updated
Sep 20 closing price
VSMAX
Price
$113.13
Change
-$0.77 (-0.68%)
Updated
Sep 20 closing price
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PSBMX vs VSMAX

Header iconPSBMX vs VSMAX Comparison
Open Charts PSBMX vs VSMAXBanner chart's image
Principal SmallCap R3
Price$26.14
Change-$0.21 (-0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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PSBMX vs VSMAX Comparison Chart
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VS
PSBMX vs. VSMAX commentary
Sep 21, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. PSBMX (2.42B). VSMAX pays higher dividends than PSBMX: VSMAX (1.42) vs PSBMX (0.04). PSBMX was incepted earlier than VSMAX: PSBMX (24 years) vs VSMAX (24 years). PSBMX is a more actively managed with annual turnover of: 28.70 vs. VSMAX (12.00). 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 : 25.54 vs. PSBMX (16.60). VSMAX return over 5 years is better than : 53.45 vs. PSBMX (25.61).
PSBMXVSMAXPSBMX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years24 years-
Gain YTD7.88310.89872%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.42B149B2%
Annual Yield % from dividends0.041.423%
Returns for 1 year16.6025.5465%
Returns for 3 years-8.978.91-101%
Returns for 5 years25.6153.4548%
Returns for 10 years23.09121.5519%
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