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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
Virtus KAR Small-Cap Core A
Price$52.09
Change+$0.61 (+1.18%)
VolumeN/A
Net Assets2.15B
NAESX vs PKSAX Comparison Chart in %
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NAESX vs. PKSAX commentary
Jul 18, 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: 153B vs. PKSAX (2.15B). NAESX pays higher dividends than PKSAX: NAESX (1.28) 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 : 4.35 vs. PKSAX (-1.21). NAESX return over 5 years is better than : 63.03 vs. PKSAX (33.62).
| 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 | 0.302 | -1.152 | -26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.15B | 7,126% |
| Annual Yield % from dividends | 1.28 | 0.06 | 2,267% |
| Returns for 1 year | 4.35 | -1.21 | -359% |
| Returns for 3 years | 35.91 | 33.93 | 106% |
| Returns for 5 years | 63.03 | 33.62 | 187% |
| Returns for 10 years | 104.94 | 116.64 | 90% |
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