PSMLX
Price
$31.19
Change
+$0.06 (+0.19%)
Updated
Nov 18 closing price
Net Assets
2.2B
VRTIX
Price
$361.09
Change
+$1.15 (+0.32%)
Updated
Nov 18 closing price
Net Assets
13.89B
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PSMLX vs VRTIX

Header iconPSMLX vs VRTIX Comparison
Open Charts PSMLX vs VRTIXBanner chart's image
Principal SmallCap R6
Price$31.19
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets2.2B
Vanguard Russell 2000 Index I
Price$361.09
Change+$1.15 (+0.32%)
VolumeN/A
Net Assets13.89B
PSMLX vs VRTIX Comparison Chart in %
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PSMLX vs. VRTIX 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 PSMLX is a Hold and VRTIX is a Hold.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. PSMLX (2.2B). VRTIX pays higher dividends than PSMLX: VRTIX (1.18) vs PSMLX (0.34). PSMLX was incepted earlier than VRTIX: PSMLX (9 years) vs VRTIX (15 years). PSMLX (0.74) is less costly to investors than VRTIX (0.07). PSMLX is a more actively managed with annual turnover of: 41.10 vs. VRTIX (12.00). PSMLX has a lower initial minimum investment than VRTIX: PSMLX (0) vs VRTIX (5000000). PSMLX annual gain was more profitable for investors over the last year : 4.63 vs. VRTIX (1.91). VRTIX return over 5 years is better than : 33.49 vs. PSMLX (24.73).
PSMLXVRTIXPSMLX / VRTIX
Total Expense Ratio0.740.071,057%
Annual Report Gross Expense Ratio0.740.071,057%
Fund Existence9 years15 years-
Gain YTD9.4205.485172%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B13.9B16%
Annual Yield % from dividends0.341.1829%
Returns for 1 year4.631.91243%
Returns for 3 years23.5828.1884%
Returns for 5 years24.7333.4974%
Returns for 10 yearsN/A108.25-
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