NAESX
Price
$124.13
Change
+$1.84 (+1.50%)
Updated
Sep 18 closing price
Net Assets
161.26B
PSBMX
Price
$28.52
Change
+$0.60 (+2.15%)
Updated
Sep 18 closing price
Net Assets
2.17B
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NAESX vs PSBMX

Header iconNAESX vs PSBMX Comparison
Open Charts NAESX vs PSBMXBanner chart's image
Vanguard Small Cap Index I
Price$124.13
Change+$1.84 (+1.50%)
VolumeN/A
Net Assets161.26B
Principal SmallCap R3
Price$28.52
Change+$0.60 (+2.15%)
VolumeN/A
Net Assets2.17B
NAESX vs PSBMX Comparison Chart in %
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NAESX vs. PSBMX commentary
Sep 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 NAESX is a Buy and PSBMX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. PSBMX (2.17B). NAESX pays higher dividends than PSBMX: NAESX (1.20) vs PSBMX (0.00). NAESX was incepted earlier than PSBMX: NAESX (65 years) vs PSBMX (25 years). PSBMX (1.31) is less costly to investors than NAESX (0.17). PSBMX is a more actively managed with annual turnover of: 41.10 vs. NAESX (13.00). PSBMX has a lower initial minimum investment than NAESX: PSBMX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.60 vs. PSBMX (8.39). NAESX return over 5 years is better than : 67.20 vs. PSBMX (38.29).
NAESXPSBMXNAESX / PSBMX
Total Expense Ratio0.171.3113%
Annual Report Gross Expense Ratio0.171.3113%
Fund Existence65 years25 years-
Gain YTD6.36410.13863%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets161B2.17B7,406%
Annual Yield % from dividends1.200.00-
Returns for 1 year9.608.39115%
Returns for 3 years37.3924.65152%
Returns for 5 years67.2038.29176%
Returns for 10 years132.1634.63382%
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