PSBPX
Price
$30.90
Change
+$0.31 (+1.01%)
Updated
Nov 19 closing price
Net Assets
2.2B
VSMAX
Price
$117.71
Change
+$0.02 (+0.02%)
Updated
Nov 19 closing price
Net Assets
161.58B
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PSBPX vs VSMAX

Header iconPSBPX vs VSMAX Comparison
Open Charts PSBPX vs VSMAXBanner chart's image
Principal SmallCap R5
Price$30.90
Change+$0.31 (+1.01%)
VolumeN/A
Net Assets2.2B
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
PSBPX vs VSMAX Comparison Chart in %
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VS
PSBPX vs. VSMAX commentary
Nov 20, 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 PSBPX is a Hold and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. PSBPX (2.2B). VSMAX pays higher dividends than PSBPX: VSMAX (1.34) vs PSBPX (0.20). PSBPX was incepted earlier than VSMAX: PSBPX (25 years) vs VSMAX (25 years). PSBPX (1.00) is less costly to investors than VSMAX (0.05). PSBPX is a more actively managed with annual turnover of: 41.10 vs. VSMAX (13.00). PSBPX has a lower initial minimum investment than VSMAX: PSBPX (0) vs VSMAX (3000). PSBPX annual gain was more profitable for investors over the last year : 3.48 vs. VSMAX (-0.84). VSMAX return over 5 years is better than : 39.47 vs. PSBPX (23.66).
PSBPXVSMAXPSBPX / VSMAX
Total Expense Ratio1.000.052,000%
Annual Report Gross Expense Ratio1.000.052,000%
Fund Existence25 years25 years-
Gain YTD9.4062.440386%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B162B1%
Annual Yield % from dividends0.201.3415%
Returns for 1 year3.48-0.84-416%
Returns for 3 years23.1230.0977%
Returns for 5 years23.6639.4760%
Returns for 10 years42.25122.6934%
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