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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$122.29
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets161.26B
Virtus KAR Small-Cap Core A
Price$52.04
Change-$0.23 (-0.44%)
VolumeN/A
Net Assets2.16B
NAESX vs PKSAX Comparison Chart in %
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NAESX vs. PKSAX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. PKSAX (2.17B). NAESX pays higher dividends than PKSAX: NAESX (1.20) vs PKSAX (0.05). 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 : 9.72 vs. PKSAX (-2.59). NAESX return over 5 years is better than : 67.30 vs. PKSAX (30.46).
| 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 | 6.425 | 0.365 | 1,761% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.17B | 7,436% |
| Annual Yield % from dividends | 1.20 | 0.05 | 2,221% |
| Returns for 1 year | 9.72 | -2.59 | -375% |
| Returns for 3 years | 38.83 | 33.13 | 117% |
| Returns for 5 years | 67.30 | 30.46 | 221% |
| Returns for 10 years | 132.42 | 135.52 | 98% |
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