PSBMX
Price
$26.96
Change
-$0.15 (-0.55%)
Updated
Aug 19 closing price
Net Assets
2.14B
VSCPX
Price
$340.41
Change
-$0.68 (-0.20%)
Updated
Aug 19 closing price
Net Assets
154.18B
Interact to see
Advertisement

PSBMX vs VSCPX

Header iconPSBMX vs VSCPX Comparison
Open Charts PSBMX vs VSCPXBanner chart's image
Principal SmallCap R3
Price$26.96
Change-$0.15 (-0.55%)
VolumeN/A
Net Assets2.14B
Vanguard Small Cap Index InstlPlus
Price$340.41
Change-$0.68 (-0.20%)
VolumeN/A
Net Assets154.18B
PSBMX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PSBMX vs. VSCPX commentary
Aug 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 PSBMX is a Buy and VSCPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. PSBMX (2.14B). VSCPX pays higher dividends than PSBMX: VSCPX (1.39) vs PSBMX (0.00). PSBMX was incepted earlier than VSCPX: PSBMX (25 years) vs VSCPX (15 years). PSBMX (1.31) is less costly to investors than VSCPX (0.03). PSBMX is a more actively managed with annual turnover of: 41.10 vs. VSCPX (13.00). PSBMX has a lower initial minimum investment than VSCPX: PSBMX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 8.03 vs. PSBMX (5.35). VSCPX return over 5 years is better than : 59.38 vs. PSBMX (33.53).
PSBMXVSCPXPSBMX / VSCPX
Total Expense Ratio1.310.034,367%
Annual Report Gross Expense Ratio1.310.034,367%
Fund Existence25 years15 years-
Gain YTD6.3512.594245%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.14B154B1%
Annual Yield % from dividends0.001.39-
Returns for 1 year5.358.0367%
Returns for 3 years13.5224.1256%
Returns for 5 years33.5359.3856%
Returns for 10 years30.50125.1224%
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 %
BMPIX109.380.99
+0.91%
ProFunds Materials UltraSector Inv
DMIDX28.810.05
+0.17%
BNY Mellon MidCap Index I
FTSDX17.64N/A
N/A
Fidelity Advisor Strategic Div & Inc M
PRPQX6.26N/A
N/A
PGIM Jennison Energy Infrastructure R6
CAGEX18.62-0.38
-2.00%
Calamos Global Equity A