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PSPIX vs VSMAX
PSPIX vs VSMAX Comparison
Open Charts PSPIX vs VSMAX
Principal SmallCap S&P 600 Index R6
Price$22.10
Change-$1.69 (-7.10%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
PSPIX vs VSMAX Comparison Chart
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PSPIX vs. VSMAX commentary
Apr 04, 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: 153B vs. PSPIX (1.29B). VSMAX pays higher dividends than PSPIX: VSMAX (1.52) vs PSPIX (1.36). PSPIX was incepted earlier than VSMAX: PSPIX (8 years) vs VSMAX (24 years). PSPIX (0.17) is less costly to investors than VSMAX (0.05). PSPIX is a more actively managed with annual turnover of: 22.40 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 : 1.20 vs. PSPIX (-6.94). VSMAX return over 5 years is better than : 115.95 vs. PSPIX (65.12).
| PSPIX | VSMAX | PSPIX / VSMAX | |
| Total Expense Ratio | 0.17 | 0.05 | 340% |
| Annual Report Gross Expense Ratio | 0.17 | 0.05 | 340% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -7.396 | -5.824 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 153B | 1% |
| Annual Yield % from dividends | 1.36 | 1.52 | 90% |
| Returns for 1 year | -6.94 | 1.20 | -577% |
| Returns for 3 years | -16.83 | 6.53 | -258% |
| Returns for 5 years | 65.12 | 115.95 | 56% |
| Returns for 10 years | N/A | 91.10 | - |