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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Virtus KAR Small-Cap Core A
Price$49.38
Change-$0.84 (-1.67%)
VolumeN/A
Net Assets2.01B
NAESX vs PKSAX Comparison Chart in %
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NAESX vs. PKSAX commentary
Nov 14, 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: 162B vs. PKSAX (2.01B). NAESX pays higher dividends than PKSAX: NAESX (1.22) 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 : 1.42 vs. PKSAX (-12.89). NAESX return over 5 years is better than : 48.22 vs. PKSAX (15.10).
| 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 | 6.726 | -3.571 | -188% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.01B | 8,056% |
| Annual Yield % from dividends | 1.22 | 0.06 | 2,129% |
| Returns for 1 year | 1.42 | -12.89 | -11% |
| Returns for 3 years | 33.14 | 19.03 | 174% |
| Returns for 5 years | 48.22 | 15.10 | 319% |
| Returns for 10 years | 137.58 | 117.24 | 117% |
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