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NAESX vs PKSAX
NAESX vs PKSAX Comparison
Open Charts NAESX vs PKSAX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Virtus KAR Small-Cap Core A
Price$52.52
Change-$0.61 (-1.15%)
VolumeN/A
Net Assets2.17B
NAESX vs PKSAX Comparison Chart in %
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NAESX vs. PKSAX commentary
Aug 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 Hold and PKSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. PKSAX (2.18B). NAESX pays higher dividends than PKSAX: NAESX (1.25) 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 : 9.15 vs. PKSAX (1.58). NAESX return over 5 years is better than : 57.53 vs. PKSAX (28.88).
| 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 | 2.494 | 0.845 | 295% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 2.18B | 7,080% |
| Annual Yield % from dividends | 1.25 | 0.06 | 2,266% |
| Returns for 1 year | 9.15 | 1.58 | 579% |
| Returns for 3 years | 20.39 | 20.53 | 99% |
| Returns for 5 years | 57.53 | 28.88 | 199% |
| Returns for 10 years | 112.59 | 126.80 | 89% |
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