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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Virtus KAR Small-Cap Core I
Price$58.24
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets2.29B
NAESX vs PKSFX Comparison Chart
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NAESX vs. PKSFX commentary
Jan 18, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. PKSFX (2.29B). 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 : 21.23 vs. PKSFX (14.72). NAESX return over 5 years is better than : 48.81 vs. PKSFX (38.68).
| 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 | 3.370 | 2.072 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 2.29B | 6,772% |
| Annual Yield % from dividends | 1.31 | 0.46 | 283% |
| Returns for 1 year | 21.23 | 14.72 | 144% |
| Returns for 3 years | 17.16 | 26.02 | 66% |
| Returns for 5 years | 48.81 | 38.68 | 126% |
| Returns for 10 years | 126.44 | 134.99 | 94% |