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PSPIX vs VSMAX
PSPIX vs VSMAX Comparison
Open Charts PSPIX vs VSMAX
Principal SmallCap S&P 600 Index R6
Price$29.09
Change-$0.27 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
PSPIX vs VSMAX Comparison Chart
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PSPIX vs. VSMAX commentary
Nov 18, 2024
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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. PSPIX (1.29B). 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 : 30.28 vs. PSPIX (24.77). VSMAX return over 5 years is better than : 55.62 vs. PSPIX (20.07).
| 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 | 12.534 | 15.803 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 151B | 1% |
| Annual Yield % from dividends | 1.46 | 1.42 | 102% |
| Returns for 1 year | 24.77 | 30.28 | 82% |
| Returns for 3 years | -15.48 | 4.74 | -327% |
| Returns for 5 years | 20.07 | 55.62 | 36% |
| Returns for 10 years | N/A | 123.30 | - |
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