Interact to see
Advertisement
Advertisement
NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Virtus KAR Small-Cap Core A
Price$53.48
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets2.21B
NAESX vs PKSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. PKSAX commentary
Sep 08, 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 PKSAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. PKSAX (2.21B). NAESX pays higher dividends than PKSAX: NAESX (1.20) vs PKSAX (0.05). NAESX was incepted earlier than PKSAX: NAESX (65 years) vs PKSAX (23 years). PKSAX (1.27) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. PKSAX (5.00). PKSAX has a lower initial minimum investment than NAESX: PKSAX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. PKSAX (3.86). NAESX return over 5 years is better than : 66.60 vs. PKSAX (34.11).
| NAESX | PKSAX | NAESX / PKSAX | |
| Total Expense Ratio | 0.17 | 1.27 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.27 | 13% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | 6.494 | 2.688 | 242% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.21B | 7,275% |
| Annual Yield % from dividends | 1.20 | 0.05 | 2,221% |
| Returns for 1 year | 13.62 | 3.86 | 353% |
| Returns for 3 years | 39.23 | 35.56 | 110% |
| Returns for 5 years | 66.60 | 34.11 | 195% |
| Returns for 10 years | 132.36 | 137.46 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement