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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
Virtus KAR Small-Cap Core A
Price$44.80
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets1.9B
NAESX vs PKSAX Comparison Chart in %
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NAESX vs. PKSAX commentary
Dec 28, 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 PKSAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. PKSAX (1.9B). NAESX pays higher dividends than PKSAX: NAESX (1.21) vs PKSAX (0.06). 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 : 7.55 vs. PKSAX (-15.46). NAESX return over 5 years is better than : 36.08 vs. PKSAX (4.58).
| 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 | 9.616 | -13.978 | -69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 1.9B | 8,561% |
| Annual Yield % from dividends | 1.21 | 0.06 | 2,110% |
| Returns for 1 year | 7.55 | -15.46 | -49% |
| Returns for 3 years | 45.02 | 18.31 | 246% |
| Returns for 5 years | 36.08 | 4.58 | 788% |
| Returns for 10 years | 141.47 | 112.81 | 125% |
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