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PSPIX vs VSMAX
PSPIX vs VSMAX Comparison
Open Charts PSPIX vs VSMAX
Principal SmallCap S&P 600 Index R6
Price$26.31
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets1.46B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
PSPIX vs VSMAX Comparison Chart
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PSPIX vs. VSMAX commentary
Jan 19, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. PSPIX (1.46B). PSPIX (1.46) and VSMAX (1.42) have matching dividends . PSPIX was incepted earlier than VSMAX: PSPIX (8 years) vs VSMAX (24 years). PSPIX is a more actively managed with annual turnover of: 27.50 vs. VSMAX (12.00). PSPIX has a lower initial minimum investment than VSMAX: PSPIX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. PSPIX (7.64). VSMAX return over 5 years is better than : 48.99 vs. PSPIX (9.34).
| PSPIX | VSMAX | PSPIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 1.907 | 3.369 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 155B | 1% |
| Annual Yield % from dividends | 1.46 | 1.42 | 102% |
| Returns for 1 year | 7.64 | 21.26 | 36% |
| Returns for 3 years | -9.91 | 17.25 | -57% |
| Returns for 5 years | 9.34 | 48.99 | 19% |
| Returns for 10 years | N/A | 127.10 | - |
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