Correlation
The correlation between PSSMX and VMVAX is 0.81, 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.
PSSMX vs. VMVAX
Compare and contrast key facts about Principal SmallCap S&P 600 Index Fund (PSSMX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX).
PSSMX is managed by Principal. It was launched on Dec 6, 2000. VMVAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSSMX or VMVAX.
Performance
PSSMX vs. VMVAX - Performance Comparison
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Key characteristics
PSSMX:
-0.06
VMVAX:
0.55
PSSMX:
0.09
VMVAX:
0.85
PSSMX:
1.01
VMVAX:
1.12
PSSMX:
-0.05
VMVAX:
0.48
PSSMX:
-0.14
VMVAX:
1.54
PSSMX:
10.33%
VMVAX:
5.78%
PSSMX:
24.40%
VMVAX:
16.82%
PSSMX:
-58.43%
VMVAX:
-43.07%
PSSMX:
-16.48%
VMVAX:
-7.19%
Returns By Period
In the year-to-date period, PSSMX achieves a -8.47% return, which is significantly lower than VMVAX's 0.45% return. Over the past 10 years, PSSMX has underperformed VMVAX with an annualized return of 6.78%, while VMVAX has yielded a comparatively higher 8.12% annualized return.
PSSMX
-8.47%
4.51%
-15.86%
-2.55%
2.38%
10.70%
6.78%
VMVAX
0.45%
3.72%
-7.19%
7.45%
6.01%
13.65%
8.12%
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PSSMX vs. VMVAX - Expense Ratio Comparison
PSSMX has a 0.73% expense ratio, which is higher than VMVAX's 0.07% expense ratio.
Risk-Adjusted Performance
PSSMX vs. VMVAX — Risk-Adjusted Performance Rank
PSSMX
VMVAX
PSSMX vs. VMVAX - 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 Mid-Cap Value Index Fund Admiral Shares (VMVAX). 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.
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Dividends
PSSMX vs. VMVAX - Dividend Comparison
PSSMX's dividend yield for the trailing twelve months is around 9.10%, more than VMVAX's 2.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSSMX Principal SmallCap S&P 600 Index Fund | 9.10% | 8.33% | 3.75% | 10.45% | 8.23% | 1.68% | 6.56% | 13.08% | 6.03% | 6.15% | 8.07% | 7.38% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.31% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.91% | 2.04% | 1.67% |
Drawdowns
PSSMX vs. VMVAX - Drawdown Comparison
The maximum PSSMX drawdown since its inception was -58.43%, which is greater than VMVAX's maximum drawdown of -43.07%. Use the drawdown chart below to compare losses from any high point for PSSMX and VMVAX.
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Volatility
PSSMX vs. VMVAX - Volatility Comparison
Principal SmallCap S&P 600 Index Fund (PSSMX) has a higher volatility of 6.60% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 4.55%. This indicates that PSSMX's price experiences larger fluctuations and is considered to be riskier than VMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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