PSBPX
Price
$30.10
Change
-$0.04 (-0.13%)
Updated
Nov 13 closing price
VSMAX
Price
$120.70
Change
-$0.59 (-0.49%)
Updated
Nov 13 closing price
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PSBPX vs VSMAX

Header iconPSBPX vs VSMAX Comparison
Open Charts PSBPX vs VSMAXBanner chart's image
Principal SmallCap R5
Price$30.10
Change-$0.04 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$120.70
Change-$0.59 (-0.49%)
VolumeN/A
CapitalizationN/A
PSBPX vs VSMAX Comparison Chart
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VS
PSBPX vs. VSMAX commentary
Nov 14, 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 StrongBuy and VSMAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. PSBPX (2.42B). 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 : 32.13 vs. PSBPX (22.88). VSMAX return over 5 years is better than : 59.11 vs. PSBPX (32.71).
PSBPXVSMAXPSBPX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years24 years-
Gain YTD12.86118.40270%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.42B151B2%
Annual Yield % from dividends0.241.4217%
Returns for 1 year22.8832.1371%
Returns for 3 years-11.917.13-167%
Returns for 5 years32.7159.1155%
Returns for 10 years33.18128.5526%
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