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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Virtus KAR Small-Cap Core I
Price$57.39
Change-$4.27 (-6.93%)
VolumeN/A
CapitalizationN/A
NAESX vs PKSFX Comparison Chart
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NAESX vs. PKSFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. PKSFX (2.38B). 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 : 19.54 vs. PKSFX (18.14). NAESX return over 5 years is better than : 53.79 vs. PKSFX (49.13).
| 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 | 17.994 | 20.400 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 2.38B | 7,008% |
| Annual Yield % from dividends | 1.31 | 0.46 | 283% |
| Returns for 1 year | 19.54 | 18.14 | 108% |
| Returns for 3 years | 15.71 | 19.24 | 82% |
| Returns for 5 years | 53.79 | 49.13 | 109% |
| Returns for 10 years | 124.30 | 139.89 | 89% |
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