NAESX
Price
$113.74
Change
+$0.20 (+0.18%)
Updated
Jun 27 closing price
Net Assets
147.56B
PKSAX
Price
$50.87
Change
+$0.16 (+0.32%)
Updated
Jun 27 closing price
Net Assets
2.12B
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NAESX vs PKSAX

Header iconNAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAXBanner chart's image
Vanguard Small Cap Index I
Price$113.74
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
Virtus KAR Small-Cap Core A
Price$50.87
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets2.12B
NAESX vs PKSAX Comparison Chart in %
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NAESX vs. PKSAX commentary
Jun 28, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. PKSAX (2.12B). NAESX pays higher dividends than PKSAX: NAESX (1.35) 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 : 8.91 vs. PKSAX (3.33). NAESX return over 5 years is better than : 70.82 vs. PKSAX (40.62).
NAESXPKSAXNAESX / PKSAX
Total Expense Ratio0.171.2713%
Annual Report Gross Expense Ratio0.171.2713%
Fund Existence65 years23 years-
Gain YTD-1.313-2.63150%
Front LoadN/A6%-
Min. Initial Investment30002500120%
Min. Initial Investment IRAN/AN/A-
Net Assets148B2.12B6,991%
Annual Yield % from dividends1.350.062,370%
Returns for 1 year8.913.33267%
Returns for 3 years33.2133.24100%
Returns for 5 years70.8240.62174%
Returns for 10 years102.55113.5790%
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