PSSMX vs. VEXRX
Compare and contrast key facts about Principal SmallCap S&P 600 Index Fund (PSSMX) and Vanguard Explorer Fund Admiral Shares (VEXRX).
PSSMX is managed by Principal. It was launched on Dec 6, 2000. VEXRX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSSMX or VEXRX.
Correlation
The correlation between PSSMX and VEXRX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PSSMX vs. VEXRX - Performance Comparison
Key characteristics
PSSMX:
0.30
VEXRX:
0.43
PSSMX:
0.56
VEXRX:
0.68
PSSMX:
1.07
VEXRX:
1.09
PSSMX:
0.21
VEXRX:
0.25
PSSMX:
0.99
VEXRX:
1.54
PSSMX:
6.26%
VEXRX:
4.78%
PSSMX:
20.38%
VEXRX:
17.16%
PSSMX:
-64.58%
VEXRX:
-61.00%
PSSMX:
-23.31%
VEXRX:
-23.31%
Returns By Period
In the year-to-date period, PSSMX achieves a 1.58% return, which is significantly lower than VEXRX's 3.23% return. Over the past 10 years, PSSMX has underperformed VEXRX with an annualized return of 1.49%, while VEXRX has yielded a comparatively higher 2.48% annualized return.
PSSMX
1.58%
-0.77%
-3.43%
2.85%
2.03%
1.49%
VEXRX
3.23%
-0.07%
-0.67%
4.34%
2.18%
2.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSSMX vs. VEXRX - Expense Ratio Comparison
PSSMX has a 0.73% expense ratio, which is higher than VEXRX's 0.29% expense ratio.
Risk-Adjusted Performance
PSSMX vs. VEXRX — Risk-Adjusted Performance Rank
PSSMX
VEXRX
PSSMX vs. VEXRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SmallCap S&P 600 Index Fund (PSSMX) and Vanguard Explorer Fund Admiral Shares (VEXRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PSSMX vs. VEXRX - Dividend Comparison
PSSMX's dividend yield for the trailing twelve months is around 0.74%, more than VEXRX's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSSMX Principal SmallCap S&P 600 Index Fund | 0.74% | 0.76% | 0.93% | 0.76% | 0.43% | 0.55% | 0.73% | 0.82% | 0.60% | 0.57% | 0.65% | 0.57% |
VEXRX Vanguard Explorer Fund Admiral Shares | 0.53% | 0.55% | 0.62% | 0.51% | 0.36% | 0.23% | 0.39% | 0.51% | 0.50% | 0.50% | 0.51% | 0.37% |
Drawdowns
PSSMX vs. VEXRX - Drawdown Comparison
The maximum PSSMX drawdown since its inception was -64.58%, which is greater than VEXRX's maximum drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for PSSMX and VEXRX. For additional features, visit the drawdowns tool.
Volatility
PSSMX vs. VEXRX - Volatility Comparison
Principal SmallCap S&P 600 Index Fund (PSSMX) has a higher volatility of 4.10% compared to Vanguard Explorer Fund Admiral Shares (VEXRX) at 3.73%. This indicates that PSSMX's price experiences larger fluctuations and is considered to be riskier than VEXRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.