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NAESX vs PKSCX
NAESX vs PKSCX Comparison
Open Charts NAESX vs PKSCX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
Virtus KAR Small-Cap Core C
Price$36.20
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets2.11B
NAESX vs PKSCX Comparison Chart
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NAESX vs. PKSCX commentary
Jun 06, 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 PKSCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. PKSCX (2.11B). NAESX pays higher dividends than PKSCX: NAESX (1.35) vs PKSCX (0.00). NAESX was incepted earlier than PKSCX: NAESX (65 years) vs PKSCX (23 years). PKSCX (1.99) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. PKSCX (5.00). PKSCX has a lower initial minimum investment than NAESX: PKSCX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.88 vs. PKSCX (1.09). NAESX return over 5 years is better than : 52.45 vs. PKSCX (10.51).
| NAESX | PKSCX | NAESX / PKSCX | |
| Total Expense Ratio | 0.17 | 1.99 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.99 | 9% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | -3.929 | -3.404 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.11B | 7,021% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 4.88 | 1.09 | 450% |
| Returns for 3 years | 18.26 | 17.14 | 107% |
| Returns for 5 years | 52.45 | 10.51 | 499% |
| Returns for 10 years | 95.90 | 60.69 | 158% |
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