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NAESX vs PSPIX
NAESX vs PSPIX Comparison
Open Charts NAESX vs PSPIX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
Principal SmallCap S&P 600 Index R6
Price$22.35
Change+$0.44 (+2.01%)
VolumeN/A
Net Assets1.19B
NAESX vs PSPIX Comparison Chart
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NAESX vs. PSPIX commentary
Apr 26, 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 Buy and PSPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. PSPIX (1.19B). 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 : -2.36 vs. PSPIX (-12.30). NAESX return over 5 years is better than : 71.57 vs. PSPIX (32.28).
| 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 | -12.247 | -14.714 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.19B | 12,057% |
| Annual Yield % from dividends | 1.39 | 1.36 | 102% |
| Returns for 1 year | -2.36 | -12.30 | 19% |
| Returns for 3 years | 4.67 | -19.66 | -24% |
| Returns for 5 years | 71.57 | 32.28 | 222% |
| Returns for 10 years | 78.60 | N/A | - |
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