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PSSIX vs VRTIX
PSSIX vs VRTIX Comparison
Open Charts PSSIX vs VRTIX
Principal SmallCap S&P 600 Index Inst
Price$25.71
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.18B
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
PSSIX vs VRTIX Comparison Chart in %
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PSSIX vs. VRTIX commentary
Nov 20, 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 PSSIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. PSSIX (1.18B). VRTIX (1.18) and PSSIX (1.16) have matching dividends . PSSIX was incepted earlier than VRTIX: PSSIX (25 years) vs VRTIX (15 years). PSSIX (0.25) is less costly to investors than VRTIX (0.07). PSSIX is a more actively managed with annual turnover of: 22.40 vs. VRTIX (12.00). PSSIX has a lower initial minimum investment than VRTIX: PSSIX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.42 vs. PSSIX (-10.65). VRTIX return over 5 years is better than : 33.82 vs. PSSIX (7.78).
| PSSIX | VRTIX | PSSIX / VRTIX | |
| Total Expense Ratio | 0.21 | 0.07 | 300% |
| Annual Report Gross Expense Ratio | 0.25 | 0.07 | 357% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 0.117 | 5.822 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 13.9B | 9% |
| Annual Yield % from dividends | 1.16 | 1.18 | 98% |
| Returns for 1 year | -10.65 | 1.42 | -751% |
| Returns for 3 years | -2.99 | 28.59 | -10% |
| Returns for 5 years | 7.78 | 33.82 | 23% |
| Returns for 10 years | 18.26 | 108.92 | 17% |
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