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NAESX vs PSSMX
NAESX vs PSSMX Comparison
Open Charts NAESX vs PSSMX
Vanguard Small Cap Index I
Price$124.00
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
Principal SmallCap S&P 600 Index R3
Price$28.12
Change+$0.23 (+0.82%)
VolumeN/A
Net Assets1.3B
NAESX vs PSSMX Comparison Chart in %
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NAESX vs. PSSMX commentary
Oct 27, 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 StrongBuy and PSSMX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. PSSMX (1.3B). NAESX pays higher dividends than PSSMX: NAESX (1.23) vs PSSMX (0.68). NAESX was incepted earlier than PSSMX: NAESX (65 years) vs PSSMX (25 years). PSSMX (0.73) is less costly to investors than NAESX (0.17). PSSMX is a more actively managed with annual turnover of: 22.40 vs. NAESX (13.00). PSSMX has a lower initial minimum investment than NAESX: PSSMX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.34 vs. PSSMX (-0.69). NAESX return over 5 years is better than : 57.75 vs. PSSMX (23.43).
| NAESX | PSSMX | NAESX / PSSMX | |
| Total Expense Ratio | 0.17 | 0.73 | 23% |
| Annual Report Gross Expense Ratio | 0.17 | 0.73 | 23% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | 7.919 | 5.794 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.3B | 12,490% |
| Annual Yield % from dividends | 1.23 | 0.68 | 180% |
| Returns for 1 year | 9.34 | -0.69 | -1,353% |
| Returns for 3 years | 42.31 | 7.33 | 577% |
| Returns for 5 years | 57.75 | 23.43 | 246% |
| Returns for 10 years | 138.41 | 24.45 | 566% |
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