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NAESX vs PKSCX
NAESX vs PKSCX Comparison
Open Charts NAESX vs PKSCX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Virtus KAR Small-Cap Core C
Price$38.01
Change+$0.16 (+0.42%)
VolumeN/A
CapitalizationN/A
NAESX vs PKSCX Comparison Chart
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NAESX vs. PKSCX commentary
Dec 23, 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 Buy and PKSCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. PKSCX (2.29B). NAESX pays higher dividends than PKSCX: NAESX (1.31) vs PKSCX (0.07). NAESX was incepted earlier than PKSCX: NAESX (64 years) vs PKSCX (22 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. PKSCX (10.00). 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 : 14.50 vs. PKSCX (7.95). NAESX return over 5 years is better than : 47.90 vs. PKSCX (19.17).
| NAESX | PKSCX | NAESX / PKSCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 22 years | - |
| Gain YTD | 14.022 | 7.677 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 2.29B | 7,302% |
| Annual Yield % from dividends | 1.31 | 0.07 | 1,861% |
| Returns for 1 year | 14.50 | 7.95 | 182% |
| Returns for 3 years | 10.57 | -4.40 | -240% |
| Returns for 5 years | 47.90 | 19.17 | 250% |
| Returns for 10 years | 115.27 | 70.12 | 164% |
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