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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
Virtus KAR Small-Cap Core A
Price$53.66
Change-$0.37 (-0.68%)
VolumeN/A
Net Assets2.22B
NAESX vs PKSAX Comparison Chart in %
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NAESX vs. PKSAX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. PKSAX (2.22B). NAESX pays higher dividends than PKSAX: NAESX (1.25) 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 : 9.99 vs. PKSAX (2.81). NAESX return over 5 years is better than : 60.61 vs. PKSAX (32.78).
| 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 | 5.381 | 3.744 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 2.22B | 6,928% |
| Annual Yield % from dividends | 1.25 | 0.06 | 2,266% |
| Returns for 1 year | 9.99 | 2.81 | 355% |
| Returns for 3 years | 32.16 | 32.62 | 99% |
| Returns for 5 years | 60.61 | 32.78 | 185% |
| Returns for 10 years | 130.39 | 142.15 | 92% |
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