PSBPX
Price
$30.79
Change
+$0.05 (+0.16%)
Updated
Oct 17 closing price
Net Assets
2.17B
VSMAX
Price
$121.32
Change
-$0.03 (-0.02%)
Updated
Oct 17 closing price
Net Assets
162.36B
Interact to see
Advertisement

PSBPX vs VSMAX

Header iconPSBPX vs VSMAX Comparison
Open Charts PSBPX vs VSMAXBanner chart's image
Principal SmallCap R5
Price$30.79
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
PSBPX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
PSBPX vs. VSMAX commentary
Oct 19, 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 PSBPX is a Hold and VSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. PSBPX (2.17B). VSMAX pays higher dividends than PSBPX: VSMAX (1.34) vs PSBPX (0.20). PSBPX was incepted earlier than VSMAX: PSBPX (25 years) vs VSMAX (25 years). PSBPX (1.00) is less costly to investors than VSMAX (0.05). PSBPX is a more actively managed with annual turnover of: 41.10 vs. VSMAX (13.00). PSBPX has a lower initial minimum investment than VSMAX: PSBPX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 4.95 vs. PSBPX (4.54). VSMAX return over 5 years is better than : 55.46 vs. PSBPX (32.23).
PSBPXVSMAXPSBPX / VSMAX
Total Expense Ratio1.000.052,000%
Annual Report Gross Expense Ratio1.000.052,000%
Fund Existence25 years25 years-
Gain YTD10.1225.599181%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.17B162B1%
Annual Yield % from dividends0.201.3415%
Returns for 1 year4.544.9592%
Returns for 3 years29.4142.0270%
Returns for 5 years32.2355.4658%
Returns for 10 years44.03130.8634%
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 %
FGINX16.940.17
+1.01%
Macquarie Growth and Income A
PPYAX9.040.06
+0.67%
PIMCO RAE International A
ERSGX13.640.07
+0.52%
Eaton Vance Small-Cap R
OLVTX21.460.08
+0.37%
JPMorgan Large Cap Value R3
MGPIX109.370.13
+0.12%
ProFunds Mid Cap Growth Inv