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PSPIX vs VRTIX
PSPIX vs VRTIX Comparison
Open Charts PSPIX vs VRTIX
Principal SmallCap S&P 600 Index R6
Price$25.69
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets1.18B
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
PSPIX vs VRTIX Comparison Chart in %
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PSPIX 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 PSPIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. PSPIX (1.18B). PSPIX (1.21) and VRTIX (1.18) have matching dividends . PSPIX was incepted earlier than VRTIX: PSPIX (9 years) vs VRTIX (15 years). PSPIX (0.16) is less costly to investors than VRTIX (0.07). PSPIX is a more actively managed with annual turnover of: 22.40 vs. VRTIX (12.00). PSPIX has a lower initial minimum investment than VRTIX: PSPIX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.42 vs. PSPIX (-10.60). VRTIX return over 5 years is better than : 33.82 vs. PSPIX (7.98).
| PSPIX | VRTIX | PSPIX / VRTIX | |
| Total Expense Ratio | 0.16 | 0.07 | 229% |
| Annual Report Gross Expense Ratio | 0.16 | 0.07 | 229% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 0.156 | 5.822 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 13.9B | 9% |
| Annual Yield % from dividends | 1.21 | 1.18 | 102% |
| Returns for 1 year | -10.60 | 1.42 | -748% |
| Returns for 3 years | -2.89 | 28.59 | -10% |
| Returns for 5 years | 7.98 | 33.82 | 24% |
| Returns for 10 years | N/A | 108.92 | - |
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