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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Virtus KAR Small-Cap Core A
Price$51.27
Change-$0.77 (-1.48%)
VolumeN/A
Net Assets2.23B
NAESX vs PKSAX Comparison Chart
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NAESX vs. PKSAX commentary
Feb 22, 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: 161B vs. PKSAX (2.23B). NAESX pays higher dividends than PKSAX: NAESX (1.31) vs PKSAX (0.40). NAESX was incepted earlier than PKSAX: NAESX (64 years) vs PKSAX (23 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 : 16.60 vs. PKSAX (9.30). NAESX return over 5 years is better than : 49.59 vs. PKSAX (33.30).
| NAESX | PKSAX | NAESX / PKSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 23 years | - |
| Gain YTD | 3.335 | 1.478 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.23B | 7,210% |
| Annual Yield % from dividends | 1.31 | 0.40 | 331% |
| Returns for 1 year | 16.60 | 9.30 | 179% |
| Returns for 3 years | 21.37 | 31.87 | 67% |
| Returns for 5 years | 49.59 | 33.30 | 149% |
| Returns for 10 years | 112.92 | 110.02 | 103% |
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