PSPIX

Index

SmallCap S&P 600 Index Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.21%
Annual Cost per $10K
$21.00
30-Year Fee Drag per $10K
$4,357
at 7% annual return
Fund Type
Mutual Fund
Index
Trailing 12-Month
+5.45%

Asset Allocation

US Equity
95%
Intl Equity
2%
Cash
3%

Fee Comparison

PSPIX
0.21%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

80% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+26.18%3Y
Compare to

Fee Impact Calculator

$
%
PSPIX at 0.21%$358,829
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$21,784
Cost vs index fund−$18,595

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
PSPIXSmallCap S&P 600 Index Fund0.21%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND0.03%
VOOVANGUARD 500 INDEX FUND0.03%
FXAIXFidelity 500 Index Fund0.01%
IVViShares Core S&P 500 ETF0.03%
SPYSPDR S&P 500 ETF Trust0.09%
QQQInvesco QQQ Trust0.20%
VINIXVANGUARD INSTITUTIONAL INDEX FUND$1M min0.03%
IWFiShares Russell 1000 Growth ETF0.18%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
FSKAXFidelity Total Market Index Fund0.01%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
VUGVANGUARD GROWTH INDEX FUND0.04%
VBVANGUARD SMALL-CAP INDEX FUND0.05%
VXFVANGUARD EXTENDED MARKET INDEX FUND0.05%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
VPMAXVANGUARD PRIMECAP FUND0.31%
VWNAXVANGUARD WINDSOR II FUND0.23%
FCFMXFidelity Series Total Market Index Fund0.00%
IJHiShares Core S&P Mid-Cap ETF0.05%
SWPPXSchwab S&P 500 Index Fund0.02%
VTVVANGUARD VALUE INDEX FUND0.04%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
VOVANGUARD MID-CAP INDEX FUND0.04%
XLKThe Technology Select Sector SPDR Fund0.08%
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND0.09%
QQQMInvesco NASDAQ 100 ETF0.15%
SCHDSchwab U.S. Dividend Equity ETF0.06%
WFSPXiShares S&P 500 Index Fund0.22%
IWDiShares Russell 1000 Value ETF0.18%
IWBiShares Russell 1000 ETF0.15%
IJRiShares Core S&P Small-Cap ETF0.06%
IVWiShares S&P 500 Growth ETF0.18%
QCGRFXCollege Retirement Equities Fund - Growth Account
QUALiShares MSCI USA Quality Factor ETF0.15%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
XLFThe Financial Select Sector SPDR Fund0.08%
SPYMSPDR(R) Portfolio S&P 500 ETF0.02%
SCHXSchwab U.S. Large-Cap ETF0.03%
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND0.05%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
FGCKXFidelity Growth Company Fund0.45%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
TEQWXNuveen Equity Index Fund0.05%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
VBRVANGUARD SMALL-CAP VALUE INDEX FUND0.07%
RSPInvesco S&P 500 Equal Weight ETF0.20%
IVEiShares S&P 500 Value ETF0.18%
DFACDimensional U.S. Core Equity 2 ETF0.17%
XLVThe Health Care Select Sector SPDR Fund0.08%
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND0.07%
SCHBSchwab U.S. Broad Market ETF0.03%
VWNEXVANGUARD WINDSOR FUND0.26%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND0.06%
SCHGSchwab U.S. Large-Cap Growth ETF0.04%
IWViShares Russell 3000 ETF0.20%
XLEThe Energy Select Sector SPDR Fund0.08%
PRUIXT. Rowe Price Equity Index 500 Fund0.05%
DGROiShares Core Dividend Growth ETF0.08%
XLCThe Communication Services Select Sector SPDR Fund0.08%
VHTVANGUARD HEALTH CARE INDEX FUND0.09%
COWZPacer US Cash Cows 100 ETF0.49%
SPYGSPDR Portfolio S&P 500 Growth ETF0.04%
FZROXFidelity ZERO Total Market Index Fund0.00%
VVVANGUARD LARGE-CAP INDEX FUND0.04%
FSMDXFidelity Mid Cap Index Fund0.03%
FUQIXFidelity SAI U.S. Quality Index Fund0.10%
SCHASchwab U.S. Small-Cap ETF0.04%
FSPGXFidelity Large Cap Growth Index Fund0.03%
SPYVSPDR Portfolio S&P 500 Value ETF0.04%
NOSIXStock Index Fund0.05%
MFEKXMFS Growth Fund0.49%
BBGLXBridge Builder Large Cap Growth Fund0.19%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
VEXRXVANGUARD EXPLORER FUND0.33%
SWTSXSchwab Total Stock Market Index Fund0.03%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
IWSiShares Russell Mid-Cap Value ETF0.23%
JAGMX500 Index Trust0.25%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
SSEYXState Street Equity 500 Index II Portfolio0.02%
CUSUXSix Circles U.S. Unconstrained Equity Fund0.05%
IUSGiShares Core S&P U.S. Growth ETF0.04%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
IUSViShares Core S&P U.S. Value ETF0.04%
DIASPDR Dow Jones Industrial Average0.16%
PFFiShares Preferred and Income Securities ETF0.45%
ESGUiShares ESG Aware MSCI USA ETF0.15%
TRFHXT. Rowe Price Retirement 2030 Fund0.40%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
IWRiShares Russell Mid-Cap ETF0.18%
DFUSDimensional U.S. Equity Market ETF0.09%
VGIAXVANGUARD GROWTH AND INCOME FUND0.26%
VFHVANGUARD FINANCIALS INDEX FUND0.09%
USMViShares MSCI USA Min Vol Factor ETF0.15%
VONGVANGUARD RUSSELL 1000 GROWTH INDEX FUND0.06%
FGKFXFidelity Growth Company K6 Fund0.45%

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