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NAESX vs PSPIX
NAESX vs PSPIX Comparison
Open Charts NAESX vs PSPIX
Vanguard Small Cap Index I
Price$110.83
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
Principal SmallCap S&P 600 Index R6
Price$23.86
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets1.26B
NAESX vs PSPIX Comparison Chart in %
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NAESX vs. PSPIX commentary
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. PSPIX (1.26B). NAESX (1.35) and PSPIX (1.35) have matching dividends . NAESX was incepted earlier than PSPIX: NAESX (65 years) vs PSPIX (9 years). NAESX (0.17) is less costly to investors than PSPIX (0.16). PSPIX is a more actively managed with annual turnover of: 22.40 vs. NAESX (13.00). 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 : 5.84 vs. PSPIX (-5.20). NAESX return over 5 years is better than : 60.15 vs. PSPIX (24.90).
| NAESX | PSPIX | NAESX / PSPIX | |
| Total Expense Ratio | 0.17 | 0.16 | 106% |
| Annual Report Gross Expense Ratio | 0.17 | 0.16 | 106% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -4.155 | -7.513 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.26B | 11,718% |
| Annual Yield % from dividends | 1.35 | 1.35 | 100% |
| Returns for 1 year | 5.84 | -5.20 | -112% |
| Returns for 3 years | 34.88 | 0.37 | 9,393% |
| Returns for 5 years | 60.15 | 24.90 | 242% |
| Returns for 10 years | 91.64 | N/A | - |
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