Ad is loading...
NAESX vs PSPIX
NAESX vs PSPIX Comparison
Open Charts NAESX vs PSPIX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Principal SmallCap S&P 600 Index R6
Price$26.31
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets1.46B
NAESX vs PSPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. PSPIX commentary
Jan 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 Hold and PSPIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. PSPIX (1.46B). 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 : 21.23 vs. PSPIX (7.64). NAESX return over 5 years is better than : 48.81 vs. PSPIX (9.34).
| 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 | 3.370 | 1.907 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.46B | 10,587% |
| Annual Yield % from dividends | 1.31 | 1.46 | 90% |
| Returns for 1 year | 21.23 | 7.64 | 278% |
| Returns for 3 years | 17.16 | -9.91 | -173% |
| Returns for 5 years | 48.81 | 9.34 | 522% |
| Returns for 10 years | 126.44 | N/A | - |