Ad is loading...
NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Virtus KAR Small-Cap Core I
Price$51.32
Change-$0.77 (-1.48%)
VolumeN/A
Net Assets2.01B
NAESX vs PKSFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. PKSFX commentary
Apr 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 Buy and PKSFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. PKSFX (2.01B). NAESX pays higher dividends than PKSFX: NAESX (1.39) 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: 12.00 vs. PKSFX (5.00). NAESX has a lower initial minimum investment than PKSFX: NAESX (3000) vs PKSFX (100000). PKSFX annual gain was more profitable for investors over the last year : -0.23 vs. NAESX (-2.03). NAESX return over 5 years is better than : 68.67 vs. PKSFX (47.25).
| 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 | -13.455 | -8.534 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.01B | 7,125% |
| Annual Yield % from dividends | 1.39 | 0.21 | 662% |
| Returns for 1 year | -2.03 | -0.23 | 887% |
| Returns for 3 years | 1.12 | 19.65 | 6% |
| Returns for 5 years | 68.67 | 47.25 | 145% |
| Returns for 10 years | 76.65 | 99.51 | 77% |
View a ticker or compare two or three
VS
VS
Ad is loading...