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PSPIX vs VSMAX
PSPIX vs VSMAX Comparison
Open Charts PSPIX vs VSMAX
Principal SmallCap S&P 600 Index R6
Price$23.79
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.27B
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
PSPIX vs VSMAX Comparison Chart
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PSPIX vs. VSMAX commentary
Jun 07, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. PSPIX (1.27B). VSMAX pays higher dividends than PSPIX: VSMAX (1.48) vs PSPIX (1.35). PSPIX was incepted earlier than VSMAX: PSPIX (9 years) vs VSMAX (25 years). PSPIX (0.16) is less costly to investors than VSMAX (0.05). PSPIX is a more actively managed with annual turnover of: 22.40 vs. VSMAX (13.00). 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 : 4.90 vs. PSPIX (-7.44). VSMAX return over 5 years is better than : 52.62 vs. PSPIX (14.01).
| PSPIX | VSMAX | PSPIX / VSMAX | |
| Total Expense Ratio | 0.16 | 0.05 | 320% |
| Annual Report Gross Expense Ratio | 0.16 | 0.05 | 320% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -7.357 | -3.912 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 148B | 1% |
| Annual Yield % from dividends | 1.35 | 1.48 | 91% |
| Returns for 1 year | -7.44 | 4.90 | -152% |
| Returns for 3 years | -11.92 | 18.34 | -65% |
| Returns for 5 years | 14.01 | 52.62 | 27% |
| Returns for 10 years | N/A | 96.38 | - |