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NAESX vs PSSMX
NAESX vs PSSMX Comparison
Open Charts NAESX vs PSSMX
Vanguard Small Cap Index I
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
Principal SmallCap S&P 600 Index R3
Price$26.12
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets1.25B
NAESX vs PSSMX Comparison Chart in %
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NAESX vs. PSSMX commentary
Dec 25, 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 PSSMX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. PSSMX (1.25B). NAESX pays higher dividends than PSSMX: NAESX (1.21) vs PSSMX (0.67). 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 : 8.22 vs. PSSMX (-3.04). NAESX return over 5 years is better than : 36.35 vs. PSSMX (-3.60).
| 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 | 9.833 | -1.731 | -568% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 1.25B | 13,030% |
| Annual Yield % from dividends | 1.21 | 0.67 | 180% |
| Returns for 1 year | 8.22 | -3.04 | -270% |
| Returns for 3 years | 44.83 | 10.24 | 438% |
| Returns for 5 years | 36.35 | -3.60 | -1,009% |
| Returns for 10 years | 143.16 | 23.27 | 615% |
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