NAESX
Price
$122.10
Change
+$1.17 (+0.97%)
Updated
Sep 26 closing price
Net Assets
161.26B
PSBMX
Price
$27.99
Change
+$0.34 (+1.23%)
Updated
Sep 26 closing price
Net Assets
2.15B
Interact to see
Advertisement

NAESX vs PSBMX

Header iconNAESX vs PSBMX Comparison
Open Charts NAESX vs PSBMXBanner chart's image
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Principal SmallCap R3
Price$27.99
Change+$0.34 (+1.23%)
VolumeN/A
Net Assets2.15B
NAESX vs PSBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NAESX vs. PSBMX commentary
Sep 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 Buy and PSBMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. PSBMX (2.15B). NAESX pays higher dividends than PSBMX: NAESX (1.20) 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). NAESX (8.00) and PSBMX (7.94) have marching annual gain over last year. NAESX return over 5 years is better than : 71.48 vs. PSBMX (42.66).
NAESXPSBMXNAESX / PSBMX
Total Expense Ratio0.171.3113%
Annual Report Gross Expense Ratio0.171.3113%
Fund Existence65 years25 years-
Gain YTD6.19910.41460%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets161B2.15B7,495%
Annual Yield % from dividends1.200.00-
Returns for 1 year8.007.94101%
Returns for 3 years50.6636.87137%
Returns for 5 years71.4842.66168%
Returns for 10 years148.1444.70331%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TSGDX17.590.05
+0.29%
Transamerica Sustainable Growth Eq A
PMFYX12.830.03
+0.23%
Victory Pioneer Multi-Asset Income Y
AFGPX18.94N/A
N/A
Alger International Opportunities B
FBCVX24.53N/A
N/A
Fidelity Blue Chip Value
MCRTX63.54N/A
N/A
Morgan Stanley Insight R6