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PSPIX vs VRTIX
PSPIX vs VRTIX Comparison
Open Charts PSPIX vs VRTIX
Principal SmallCap S&P 600 Index R6
Price$26.88
Change+$0.23 (+0.86%)
VolumeN/A
Net Assets1.34B
Vanguard Russell 2000 Index I
Price$381.40
Change+$3.93 (+1.04%)
VolumeN/A
Net Assets13.58B
PSPIX vs VRTIX Comparison Chart in %
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PSPIX vs. VRTIX commentary
Oct 10, 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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. PSPIX (1.34B). VRTIX (1.20) and PSPIX (1.20) 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 : 12.43 vs. PSPIX (-2.32). VRTIX return over 5 years is better than : 52.75 vs. PSPIX (23.29).
| 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 | 3.737 | 10.623 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 13.6B | 10% |
| Annual Yield % from dividends | 1.20 | 1.20 | 100% |
| Returns for 1 year | -2.32 | 12.43 | -19% |
| Returns for 3 years | 12.12 | 46.33 | 26% |
| Returns for 5 years | 23.29 | 52.75 | 44% |
| Returns for 10 years | N/A | 120.58 | - |
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