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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Virtus KAR Small-Cap Core A
Price$52.51
Change+$0.38 (+0.73%)
VolumeN/A
Net Assets2.19B
NAESX vs PKSAX Comparison Chart in %
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NAESX vs. PKSAX commentary
Jul 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 StrongBuy and PKSAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. PKSAX (2.19B). NAESX pays higher dividends than PKSAX: NAESX (1.28) 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 : 8.46 vs. PKSAX (0.63). NAESX return over 5 years is better than : 66.66 vs. PKSAX (36.61).
| 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 | 2.781 | 0.826 | 337% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.19B | 6,989% |
| Annual Yield % from dividends | 1.28 | 0.06 | 2,267% |
| Returns for 1 year | 8.46 | 0.63 | 1,347% |
| Returns for 3 years | 34.15 | 31.19 | 109% |
| Returns for 5 years | 66.66 | 36.61 | 182% |
| Returns for 10 years | 114.71 | 123.30 | 93% |
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