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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
Virtus KAR Small-Cap Core A
Price$50.97
Change+$0.44 (+0.87%)
VolumeN/A
Net Assets2.08B
NAESX vs PKSAX Comparison Chart in %
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NAESX vs. PKSAX commentary
Oct 09, 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 PKSAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. PKSAX (2.08B). NAESX pays higher dividends than PKSAX: NAESX (1.23) vs PKSAX (0.06). NAESX was incepted earlier than PKSAX: NAESX (65 years) vs PKSAX (23 years). PKSAX (1.27) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. PKSAX (5.00). 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 : 9.13 vs. PKSAX (-6.62). NAESX return over 5 years is better than : 56.51 vs. PKSAX (21.22).
| NAESX | PKSAX | NAESX / PKSAX | |
| Total Expense Ratio | 0.17 | 1.27 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.27 | 13% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | 6.604 | -2.976 | -222% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.08B | 7,803% |
| Annual Yield % from dividends | 1.23 | 0.06 | 2,183% |
| Returns for 1 year | 9.13 | -6.62 | -138% |
| Returns for 3 years | 47.05 | 33.36 | 141% |
| Returns for 5 years | 56.51 | 21.22 | 266% |
| Returns for 10 years | 131.38 | 119.81 | 110% |
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