Ad is loading...
PSBPX
Price
$30.08
Change
+$0.51 (+1.72%)
Updated
Nov 21 closing price
VSMAX
Price
$121.58
Change
+$1.92 (+1.60%)
Updated
Nov 21 closing price
Ad is loading...

PSBPX vs VSMAX

Header iconPSBPX vs VSMAX Comparison
Open Charts PSBPX vs VSMAXBanner chart's image
Principal SmallCap R5
Price$30.08
Change+$0.51 (+1.72%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$121.58
Change+$1.92 (+1.60%)
VolumeN/A
CapitalizationN/A
PSBPX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PSBPX vs. VSMAX commentary
Nov 22, 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 PSBPX is a Buy and VSMAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. PSBPX (2.36B). VSMAX pays higher dividends than PSBPX: VSMAX (1.42) vs PSBPX (0.24). PSBPX was incepted earlier than VSMAX: PSBPX (24 years) vs VSMAX (24 years). PSBPX is a more actively managed with annual turnover of: 28.70 vs. VSMAX (12.00). PSBPX has a lower initial minimum investment than VSMAX: PSBPX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 32.49 vs. PSBPX (22.20). VSMAX return over 5 years is better than : 61.09 vs. PSBPX (32.97).
PSBPXVSMAXPSBPX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years24 years-
Gain YTD12.78619.26566%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.36B151B2%
Annual Yield % from dividends0.241.4217%
Returns for 1 year22.2032.4968%
Returns for 3 years-9.1310.66-86%
Returns for 5 years32.9761.0954%
Returns for 10 years30.98126.8024%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
REGWX45.810.83
+1.85%
Victory RS Small Cap Growth C
MCGAX10.320.18
+1.78%
Transamerica Mid Cap Growth A
VARAX10.920.01
+0.09%
FirstTrust Merger Arbitrage Cl A
FSYRX9.52N/A
N/A
Fidelity Sustainable International Eq
CLGEX72.33-0.02
-0.03%
Columbia Large Cap Growth E