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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
Virtus KAR Small-Cap Core I
Price$54.09
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets2.07B
NAESX vs PKSFX Comparison Chart
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NAESX vs. PKSFX commentary
May 10, 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: 140B vs. PKSFX (2.08B). NAESX pays higher dividends than PKSFX: NAESX (1.43) vs PKSFX (0.22). 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 : 0.38 vs. PKSFX (-0.18). NAESX return over 5 years is better than : 67.70 vs. PKSFX (46.11).
| 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 | -6.963 | -4.881 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.08B | 6,747% |
| Annual Yield % from dividends | 1.43 | 0.22 | 658% |
| Returns for 1 year | 0.38 | -0.18 | -217% |
| Returns for 3 years | 22.74 | 33.81 | 67% |
| Returns for 5 years | 67.70 | 46.11 | 147% |
| Returns for 10 years | 91.12 | 109.94 | 83% |
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