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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Virtus KAR Small-Cap Core A
Price$53.25
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets2.29B
NAESX vs PKSAX Comparison Chart
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NAESX vs. PKSAX commentary
Jan 19, 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 PKSAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. PKSAX (2.29B). NAESX pays higher dividends than PKSAX: NAESX (1.31) vs PKSAX (0.40). NAESX was incepted earlier than PKSAX: NAESX (64 years) vs PKSAX (22 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. PKSAX (10.00). PKSAX has a lower initial minimum investment than NAESX: PKSAX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. PKSAX (14.23). NAESX return over 5 years is better than : 48.81 vs. PKSAX (33.80).
| NAESX | PKSAX | NAESX / PKSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 22 years | - |
| Gain YTD | 3.370 | 2.247 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 2.29B | 6,757% |
| Annual Yield % from dividends | 1.31 | 0.40 | 331% |
| Returns for 1 year | 21.23 | 14.23 | 149% |
| Returns for 3 years | 17.16 | 23.82 | 72% |
| Returns for 5 years | 48.81 | 33.80 | 144% |
| Returns for 10 years | 126.44 | 121.49 | 104% |
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