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NAESX vs PSSMX
NAESX vs PSSMX Comparison
Open Charts NAESX vs PSSMX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Principal SmallCap S&P 600 Index R3
Price$28.87
Change-$0.31 (-1.06%)
VolumeN/A
CapitalizationN/A
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NAESX vs PSSMX Comparison Chart
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NAESX vs. PSSMX commentary
Sep 21, 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 PSSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. PSSMX (1.27B). NAESX pays higher dividends than PSSMX: NAESX (1.31) vs PSSMX (0.88). NAESX was incepted earlier than PSSMX: NAESX (64 years) vs PSSMX (24 years). PSSMX is a more actively managed with annual turnover of: 27.50 vs. NAESX (12.00). 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 : 25.47 vs. PSSMX (21.08). NAESX return over 5 years is better than : 53.25 vs. PSSMX (16.72).
| NAESX | PSSMX | NAESX / PSSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 24 years | - |
| Gain YTD | 10.861 | 8.168 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.27B | 11,723% |
| Annual Yield % from dividends | 1.31 | 0.88 | 149% |
| Returns for 1 year | 25.47 | 21.08 | 121% |
| Returns for 3 years | 8.84 | -9.09 | -97% |
| Returns for 5 years | 53.25 | 16.72 | 319% |
| Returns for 10 years | 120.79 | 25.97 | 465% |
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