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NAESX vs PSPIX
NAESX vs PSPIX Comparison
Open Charts NAESX vs PSPIX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Principal SmallCap S&P 600 Index R6
Price$25.18
Change-$0.70 (-2.70%)
VolumeN/A
Net Assets1.38B
NAESX vs PSPIX Comparison Chart
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NAESX vs. PSPIX commentary
Feb 23, 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: 161B vs. PSPIX (1.39B). 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 : 11.22 vs. PSPIX (0.55). NAESX return over 5 years is better than : 44.30 vs. PSPIX (8.13).
| 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 | -0.321 | -1.985 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.39B | 11,625% |
| Annual Yield % from dividends | 1.31 | 1.46 | 90% |
| Returns for 1 year | 11.22 | 0.55 | 2,043% |
| Returns for 3 years | 18.76 | -8.52 | -220% |
| Returns for 5 years | 44.30 | 8.13 | 545% |
| Returns for 10 years | 105.17 | N/A | - |
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