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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$115.84
Change+$0.53 (+0.46%)
VolumeN/A
Net Assets153.28B
Virtus KAR Small-Cap Core I
Price$57.01
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets2.16B
NAESX vs PKSFX Comparison Chart in %
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NAESX vs. PKSFX commentary
Jul 09, 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 PKSFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. PKSFX (2.16B). NAESX pays higher dividends than PKSFX: NAESX (1.28) vs PKSFX (0.20). 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 : 11.17 vs. PKSFX (7.20). NAESX return over 5 years is better than : 69.58 vs. PKSFX (46.36).
| 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 | 0.293 | -0.351 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.16B | 7,077% |
| Annual Yield % from dividends | 1.28 | 0.20 | 626% |
| Returns for 1 year | 11.17 | 7.20 | 155% |
| Returns for 3 years | 33.97 | 34.84 | 98% |
| Returns for 5 years | 69.58 | 46.36 | 150% |
| Returns for 10 years | 105.98 | 132.10 | 80% |
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