NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
PKSFX
Price
$57.35
Change
+$0.27 (+0.47%)
Updated
Jul 3 closing price
Net Assets
2.18B
Interact to see
Advertisement

NAESX vs PKSFX

Header iconNAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Virtus KAR Small-Cap Core I
Price$57.35
Change+$0.27 (+0.47%)
VolumeN/A
Net Assets2.18B
NAESX vs PKSFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NAESX vs. PKSFX commentary
Jul 07, 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 PKSFX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. PKSFX (2.18B). NAESX pays higher dividends than PKSFX: NAESX (1.28) vs PKSFX (0.20). NAESX was incepted earlier than PKSFX: NAESX (65 years) vs PKSFX (29 years). PKSFX (1.01) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. PKSFX (5.00). NAESX has a lower initial minimum investment than PKSFX: NAESX (3000) vs PKSFX (100000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. PKSFX (7.83). NAESX return over 5 years is better than : 69.32 vs. PKSFX (46.89).
NAESXPKSFXNAESX / PKSFX
Total Expense Ratio0.171.0117%
Annual Report Gross Expense Ratio0.171.0117%
Fund Existence65 years29 years-
Gain YTD1.4320.702204%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets148B2.18B6,777%
Annual Yield % from dividends1.280.20626%
Returns for 1 year12.227.83156%
Returns for 3 years37.8338.4198%
Returns for 5 years69.3246.89148%
Returns for 10 years108.83135.7080%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SPGIX43.460.49
+1.14%
SEI Large Cap Growth I (SIMT)
IIRSX12.460.13
+1.05%
Voya Russell Small Cap Index Port I
PAHUX7.150.07
+0.99%
PGIM Jennison NextGeneration Glb Opps Z
ITHSX54.970.42
+0.77%
Hartford Capital Appreciation R4
RLISX24.570.12
+0.49%
Russell Inv Equity Income S