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NAESX vs PKSCX
NAESX vs PKSCX Comparison
Open Charts NAESX vs PKSCX
Vanguard Small Cap Index I
Price$111.00
Change+$4.00 (+3.74%)
VolumeN/A
Net Assets139.54B
Virtus KAR Small-Cap Core C
Price$36.76
Change+$1.17 (+3.29%)
VolumeN/A
Net Assets2.07B
NAESX vs PKSCX Comparison Chart
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NAESX vs. PKSCX commentary
May 13, 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 PKSCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. PKSCX (2.07B). NAESX pays higher dividends than PKSCX: NAESX (1.43) 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 : 0.63 vs. PKSCX (-3.26). NAESX return over 5 years is better than : 80.36 vs. PKSCX (29.05).
| 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 | -6.997 | -5.346 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.07B | 6,757% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 0.63 | -3.26 | -19% |
| Returns for 3 years | 20.00 | 20.41 | 98% |
| Returns for 5 years | 80.36 | 29.05 | 277% |
| Returns for 10 years | 88.96 | 56.42 | 158% |
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