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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Virtus KAR Small-Cap Core A
Price$52.48
Change-$4.02 (-7.12%)
VolumeN/A
CapitalizationN/A
NAESX vs PKSAX Comparison Chart
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NAESX vs. PKSAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. PKSAX (2.38B). NAESX pays higher dividends than PKSAX: NAESX (1.31) vs PKSAX (0.40). NAESX was incepted earlier than PKSAX: NAESX (64 years) vs PKSAX (22 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 : 19.54 vs. PKSAX (17.46). NAESX return over 5 years is better than : 53.79 vs. PKSAX (43.75).
| NAESX | PKSAX | NAESX / PKSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 22 years | - |
| Gain YTD | 17.994 | 20.092 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 2.38B | 7,008% |
| Annual Yield % from dividends | 1.31 | 0.40 | 331% |
| Returns for 1 year | 19.54 | 17.46 | 112% |
| Returns for 3 years | 15.71 | 16.39 | 96% |
| Returns for 5 years | 53.79 | 43.75 | 123% |
| Returns for 10 years | 124.30 | 126.18 | 99% |
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