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NAESX vs PSPIX
NAESX vs PSPIX Comparison
Open Charts NAESX vs PSPIX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Principal SmallCap S&P 600 Index R6
Price$22.10
Change-$1.69 (-7.10%)
VolumeN/A
Net Assets1.29B
NAESX vs PSPIX Comparison Chart
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NAESX vs. PSPIX commentary
Apr 04, 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: 153B vs. PSPIX (1.29B). NAESX (1.39) and PSPIX (1.36) have matching dividends . NAESX was incepted earlier than PSPIX: NAESX (65 years) vs PSPIX (8 years). NAESX (0.17) and PSPIX (0.17) have similar cost to investors . PSPIX is a more actively managed with annual turnover of: 22.40 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 : 1.18 vs. PSPIX (-6.94). NAESX return over 5 years is better than : 115.68 vs. PSPIX (65.12).
| NAESX | PSPIX | NAESX / PSPIX | |
| Total Expense Ratio | 0.17 | 0.17 | 100% |
| Annual Report Gross Expense Ratio | 0.17 | 0.17 | 100% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | -5.833 | -7.396 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.29B | 11,842% |
| Annual Yield % from dividends | 1.39 | 1.36 | 102% |
| Returns for 1 year | 1.18 | -6.94 | -17% |
| Returns for 3 years | 6.44 | -16.83 | -38% |
| Returns for 5 years | 115.68 | 65.12 | 178% |
| Returns for 10 years | 90.61 | N/A | - |
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