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NAESX vs PKSCX
NAESX vs PKSCX Comparison
Open Charts NAESX vs PKSCX
Vanguard Small Cap Index I
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
Virtus KAR Small-Cap Core C
Price$34.10
Change-$1.97 (-5.46%)
VolumeN/A
Net Assets2.12B
NAESX vs PKSCX Comparison Chart
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NAESX vs. PKSCX commentary
Apr 05, 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 Hold and PKSCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. PKSCX (2.12B). NAESX pays higher dividends than PKSCX: NAESX (1.39) 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: 12.00 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 : 1.18 vs. PKSCX (-3.22). NAESX return over 5 years is better than : 115.68 vs. PKSCX (44.80).
| 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 | -5.833 | -4.069 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.12B | 7,207% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 1.18 | -3.22 | -37% |
| Returns for 3 years | 6.44 | 12.63 | 51% |
| Returns for 5 years | 115.68 | 44.80 | 258% |
| Returns for 10 years | 90.61 | 56.27 | 161% |
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