Interact to see
Advertisement
Advertisement
NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Virtus KAR Small-Cap Core I
Price$54.10
Change-$0.87 (-1.58%)
VolumeN/A
Net Assets2.06B
NAESX vs PKSFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. PKSFX commentary
Jun 15, 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 PKSFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. PKSFX (2.06B). NAESX pays higher dividends than PKSFX: NAESX (1.35) vs PKSFX (0.21). NAESX was incepted earlier than PKSFX: NAESX (65 years) vs PKSFX (29 years). PKSFX (1.01) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. PKSFX (5.00). 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 : 5.19 vs. PKSFX (1.89). NAESX return over 5 years is better than : 63.19 vs. PKSFX (39.42).
| NAESX | PKSFX | NAESX / PKSFX | |
| Total Expense Ratio | 0.17 | 1.01 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.01 | 17% |
| Fund Existence | 65 years | 29 years | - |
| Gain YTD | -4.390 | -5.004 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.06B | 7,181% |
| Annual Yield % from dividends | 1.35 | 0.21 | 654% |
| Returns for 1 year | 5.19 | 1.89 | 275% |
| Returns for 3 years | 31.28 | 36.34 | 86% |
| Returns for 5 years | 63.19 | 39.42 | 160% |
| Returns for 10 years | 92.88 | 107.53 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement