PSBJX
Price
$24.72
Change
+$0.18 (+0.73%)
Updated
Jul 3 closing price
Net Assets
2.07B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

PSBJX vs VSMAX

Header iconPSBJX vs VSMAX Comparison
Open Charts PSBJX vs VSMAXBanner chart's image
Principal SmallCap J
Price$24.72
Change+$0.18 (+0.73%)
VolumeN/A
Net Assets2.07B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
PSBJX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PSBJX vs. VSMAX commentary
Jul 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 PSBJX is a Buy and VSMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. PSBJX (2.07B). VSMAX pays higher dividends than PSBJX: VSMAX (1.40) vs PSBJX (0.24). PSBJX was incepted earlier than VSMAX: PSBJX (24 years) vs VSMAX (25 years). PSBJX (0.98) is less costly to investors than VSMAX (0.05). PSBJX is a more actively managed with annual turnover of: 41.10 vs. VSMAX (13.00). PSBJX has a lower initial minimum investment than VSMAX: PSBJX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. PSBJX (6.08). VSMAX return over 5 years is better than : 69.54 vs. PSBJX (41.06).
PSBJXVSMAXPSBJX / VSMAX
Total Expense Ratio0.980.051,960%
Annual Report Gross Expense Ratio0.980.051,960%
Fund Existence24 years25 years-
Gain YTD2.4881.447172%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.07B148B1%
Annual Yield % from dividends0.241.4017%
Returns for 1 year6.0812.2550%
Returns for 3 years23.8537.9563%
Returns for 5 years41.0669.5459%
Returns for 10 years20.27109.3419%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CMCMX8.810.22
+2.56%
Conestoga Discovery Investors
KCSIX13.140.13
+1.00%
Knights of Columbus Small Cap I
LKEQX38.870.35
+0.91%
LKCM Equity
PWJZX34.860.08
+0.23%
PGIM Jennison International Opps Z
VEIGX38.610.07
+0.18%
Vanguard Global ESG Select Stk Investor