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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Virtus KAR Small-Cap Core A
Price$50.50
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets2.1B
NAESX vs PKSAX Comparison Chart
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NAESX vs. PKSAX commentary
Jun 07, 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 StrongBuy and PKSAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. PKSAX (2.1B). 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 : 5.13 vs. PKSAX (2.88). NAESX return over 5 years is better than : 52.20 vs. PKSAX (26.40).
| 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 | -4.086 | -3.437 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.1B | 7,048% |
| Annual Yield % from dividends | 1.35 | 0.06 | 2,370% |
| Returns for 1 year | 5.13 | 2.88 | 178% |
| Returns for 3 years | 16.63 | 24.74 | 67% |
| Returns for 5 years | 52.20 | 26.40 | 198% |
| Returns for 10 years | 96.08 | 100.32 | 96% |
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