NAESX
Price
$122.63
Change
+$0.18 (+0.15%)
Updated
Nov 12 closing price
Net Assets
161.58B
PSBMX
Price
$28.85
Change
-$0.01 (-0.03%)
Updated
Nov 12 closing price
Net Assets
2.3B
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NAESX vs PSBMX

Header iconNAESX vs PSBMX Comparison
Open Charts NAESX vs PSBMXBanner chart's image
Vanguard Small Cap Index I
Price$122.63
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
Principal SmallCap R3
Price$28.85
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets2.3B
NAESX vs PSBMX Comparison Chart in %
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NAESX vs. PSBMX commentary
Nov 14, 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 PSBMX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. PSBMX (2.3B). NAESX pays higher dividends than PSBMX: NAESX (1.22) vs PSBMX (0.00). NAESX was incepted earlier than PSBMX: NAESX (65 years) vs PSBMX (25 years). PSBMX (1.31) is less costly to investors than NAESX (0.17). PSBMX is a more actively managed with annual turnover of: 41.10 vs. NAESX (13.00). PSBMX has a lower initial minimum investment than NAESX: PSBMX (0) vs NAESX (3000). PSBMX annual gain was more profitable for investors over the last year : 5.60 vs. NAESX (1.42). NAESX return over 5 years is better than : 48.22 vs. PSBMX (27.83).
NAESXPSBMXNAESX / PSBMX
Total Expense Ratio0.171.3113%
Annual Report Gross Expense Ratio0.171.3113%
Fund Existence65 years25 years-
Gain YTD6.72613.80749%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets162B2.3B7,043%
Annual Yield % from dividends1.220.00-
Returns for 1 year1.425.6025%
Returns for 3 years33.1424.79134%
Returns for 5 years48.2227.83173%
Returns for 10 years137.5842.68322%
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