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NAESX vs PSPIX
NAESX vs PSPIX Comparison
Open Charts NAESX vs PSPIX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Principal SmallCap S&P 600 Index R6
Price$29.09
Change-$0.27 (-0.92%)
VolumeN/A
CapitalizationN/A
NAESX vs PSPIX Comparison Chart
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NAESX vs. PSPIX commentary
Nov 18, 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 StrongBuy and PSPIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. PSPIX (1.29B). 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 : 30.24 vs. PSPIX (24.77). NAESX return over 5 years is better than : 55.43 vs. PSPIX (20.07).
| 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 | 15.758 | 12.534 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.29B | 11,733% |
| Annual Yield % from dividends | 1.31 | 1.46 | 90% |
| Returns for 1 year | 30.24 | 24.77 | 122% |
| Returns for 3 years | 4.66 | -15.48 | -30% |
| Returns for 5 years | 55.43 | 20.07 | 276% |
| Returns for 10 years | 122.58 | N/A | - |
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