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NAESX vs PSPIX
NAESX vs PSPIX Comparison
Open Charts NAESX vs PSPIX
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
Principal SmallCap S&P 600 Index R6
Price$29.32
Change-$0.42 (-1.41%)
VolumeN/A
CapitalizationN/A
NAESX vs PSPIX Comparison Chart
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NAESX vs. PSPIX commentary
Dec 19, 2024
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 Hold and PSPIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. PSPIX (1.37B). PSPIX pays higher dividends than NAESX: PSPIX (1.46) vs NAESX (1.31). NAESX was incepted earlier than PSPIX: NAESX (64 years) vs PSPIX (8 years). PSPIX is a more actively managed with annual turnover of: 27.50 vs. NAESX (12.00). PSPIX has a lower initial minimum investment than NAESX: PSPIX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. PSPIX (12.89). NAESX return over 5 years is better than : 53.79 vs. PSPIX (23.00).
| NAESX | PSPIX | NAESX / PSPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 17.994 | 13.424 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.37B | 12,217% |
| Annual Yield % from dividends | 1.31 | 1.46 | 90% |
| Returns for 1 year | 19.54 | 12.89 | 152% |
| Returns for 3 years | 15.71 | -7.69 | -204% |
| Returns for 5 years | 53.79 | 23.00 | 234% |
| Returns for 10 years | 124.30 | N/A | - |
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