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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Virtus KAR Small-Cap Core I
Price$56.09
Change-$0.84 (-1.48%)
VolumeN/A
Net Assets2.2B
NAESX vs PKSFX Comparison Chart
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NAESX vs. PKSFX commentary
Feb 23, 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 PKSFX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. PKSFX (2.2B). NAESX pays higher dividends than PKSFX: NAESX (1.31) vs PKSFX (0.46). NAESX was incepted earlier than PKSFX: NAESX (64 years) vs PKSFX (28 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. PKSFX (10.00). NAESX has a lower initial minimum investment than PKSFX: NAESX (3000) vs PKSFX (100000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. PKSFX (4.55). NAESX return over 5 years is better than : 44.30 vs. PKSFX (34.25).
| NAESX | PKSFX | NAESX / PKSFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 28 years | - |
| Gain YTD | -0.321 | -1.510 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.2B | 7,318% |
| Annual Yield % from dividends | 1.31 | 0.46 | 283% |
| Returns for 1 year | 11.22 | 4.55 | 246% |
| Returns for 3 years | 18.76 | 31.26 | 60% |
| Returns for 5 years | 44.30 | 34.25 | 129% |
| Returns for 10 years | 105.17 | 116.64 | 90% |
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