PSSMX
Price
$26.48
Change
-$0.02 (-0.08%)
Updated
Nov 18 closing price
Net Assets
1.18B
VRTIX
Price
$361.09
Change
+$1.15 (+0.32%)
Updated
Nov 18 closing price
Net Assets
13.89B
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PSSMX vs VRTIX

Header iconPSSMX vs VRTIX Comparison
Open Charts PSSMX vs VRTIXBanner chart's image
Principal SmallCap S&P 600 Index R3
Price$26.48
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.18B
Vanguard Russell 2000 Index I
Price$361.09
Change+$1.15 (+0.32%)
VolumeN/A
Net Assets13.89B
PSSMX vs VRTIX Comparison Chart in %
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PSSMX 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 PSSMX is a Hold and VRTIX is a Hold.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. PSSMX (1.18B). VRTIX pays higher dividends than PSSMX: VRTIX (1.18) vs PSSMX (0.69). PSSMX was incepted earlier than VRTIX: PSSMX (25 years) vs VRTIX (15 years). PSSMX (0.73) is less costly to investors than VRTIX (0.07). PSSMX is a more actively managed with annual turnover of: 22.40 vs. VRTIX (12.00). PSSMX has a lower initial minimum investment than VRTIX: PSSMX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.91 vs. PSSMX (-10.61). VRTIX return over 5 years is better than : 33.49 vs. PSSMX (6.25).
PSSMXVRTIXPSSMX / VRTIX
Total Expense Ratio0.730.071,043%
Annual Report Gross Expense Ratio0.730.071,043%
Fund Existence25 years15 years-
Gain YTD-0.3015.485-5%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.18B13.9B8%
Annual Yield % from dividends0.691.1858%
Returns for 1 year-10.611.91-556%
Returns for 3 years-3.4128.18-12%
Returns for 5 years6.2533.4919%
Returns for 10 years14.47108.2513%
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