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NAESX vs PKSCX
NAESX vs PKSCX Comparison
Open Charts NAESX vs PKSCX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Virtus KAR Small-Cap Core C
Price$38.43
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets2.21B
NAESX vs PKSCX Comparison Chart in %
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NAESX vs. PKSCX 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 PKSCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. PKSCX (2.21B). NAESX pays higher dividends than PKSCX: NAESX (1.20) vs PKSCX (0.00). NAESX was incepted earlier than PKSCX: NAESX (65 years) vs PKSCX (23 years). PKSCX (1.99) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. PKSCX (5.00). PKSCX has a lower initial minimum investment than NAESX: PKSCX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. PKSCX (1.56). NAESX return over 5 years is better than : 66.60 vs. PKSCX (16.90).
| NAESX | PKSCX | NAESX / PKSCX | |
| Total Expense Ratio | 0.17 | 1.99 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.99 | 9% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | 6.494 | 2.207 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.21B | 7,282% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.62 | 1.56 | 873% |
| Returns for 3 years | 39.23 | 26.22 | 150% |
| Returns for 5 years | 66.60 | 16.90 | 394% |
| Returns for 10 years | 132.36 | 91.05 | 145% |
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