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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$106.63
Change+$0.40 (+0.38%)
VolumeN/A
Net Assets153.45B
Virtus KAR Small-Cap Core A
Price$49.61
Change+$0.23 (+0.47%)
VolumeN/A
Net Assets2.1B
NAESX vs PKSAX Comparison Chart
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NAESX vs. PKSAX commentary
Apr 02, 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 StrongBuy and PKSAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. PKSAX (2.1B). NAESX pays higher dividends than PKSAX: NAESX (1.39) 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: 12.00 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 : -1.85 vs. PKSAX (-3.30). NAESX return over 5 years is better than : 105.63 vs. PKSAX (61.17).
| 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 | -7.667 | -5.184 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.1B | 7,296% |
| Annual Yield % from dividends | 1.39 | 0.06 | 2,399% |
| Returns for 1 year | -1.85 | -3.30 | 56% |
| Returns for 3 years | 4.52 | 19.40 | 23% |
| Returns for 5 years | 105.63 | 61.17 | 173% |
| Returns for 10 years | 88.08 | 93.63 | 94% |
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