PSBPX
Price
$28.65
Change
+$0.20 (+0.70%)
Updated
Jul 3 closing price
Net Assets
2.07B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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PSBPX vs VSMAX

Header iconPSBPX vs VSMAX Comparison
Open Charts PSBPX vs VSMAXBanner chart's image
Principal SmallCap R5
Price$28.65
Change+$0.20 (+0.70%)
VolumeN/A
Net Assets2.07B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
PSBPX vs VSMAX Comparison Chart in %
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VS
PSBPX vs. VSMAX commentary
Jul 06, 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 StrongBuy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. PSBPX (2.07B). VSMAX pays higher dividends than PSBPX: VSMAX (1.40) vs PSBPX (0.23). 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). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. PSBPX (6.32). VSMAX return over 5 years is better than : 69.54 vs. PSBPX (43.89).
PSBPXVSMAXPSBPX / VSMAX
Total Expense Ratio1.000.052,000%
Annual Report Gross Expense Ratio1.000.052,000%
Fund Existence25 years25 years-
Gain YTD2.4681.447171%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.07B148B1%
Annual Yield % from dividends0.231.4016%
Returns for 1 year6.3212.2552%
Returns for 3 years24.7037.9565%
Returns for 5 years43.8969.5463%
Returns for 10 years27.45109.3425%
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