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PSPIX vs VRTIX
PSPIX vs VRTIX Comparison
Open Charts PSPIX vs VRTIX
Principal SmallCap S&P 600 Index R6
Price$26.51
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets1.3B
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
PSPIX vs VRTIX Comparison Chart in %
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PSPIX vs. VRTIX 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 PSPIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. PSPIX (1.3B). VRTIX (1.20) and PSPIX (1.20) have matching dividends . PSPIX was incepted earlier than VRTIX: PSPIX (9 years) vs VRTIX (15 years). PSPIX (0.16) is less costly to investors than VRTIX (0.07). PSPIX is a more actively managed with annual turnover of: 22.40 vs. VRTIX (12.00). PSPIX has a lower initial minimum investment than VRTIX: PSPIX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. PSPIX (-6.06). VRTIX return over 5 years is better than : 52.70 vs. PSPIX (22.97).
| PSPIX | VRTIX | PSPIX / VRTIX | |
| Total Expense Ratio | 0.16 | 0.07 | 229% |
| Annual Report Gross Expense Ratio | 0.16 | 0.07 | 229% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 3.192 | 10.362 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 13.6B | 10% |
| Annual Yield % from dividends | 1.20 | 1.20 | 100% |
| Returns for 1 year | -6.06 | 7.92 | -76% |
| Returns for 3 years | 7.54 | 41.48 | 18% |
| Returns for 5 years | 22.97 | 52.70 | 44% |
| Returns for 10 years | N/A | 120.39 | - |