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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Virtus KAR Small-Cap Core I
Price$54.82
Change+$0.28 (+0.51%)
VolumeN/A
Net Assets2.03B
NAESX vs PKSFX Comparison Chart in %
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NAESX vs. PKSFX commentary
Oct 19, 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 PKSFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. PKSFX (2.03B). NAESX pays higher dividends than PKSFX: NAESX (1.23) 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 : 4.92 vs. PKSFX (-9.69). NAESX return over 5 years is better than : 55.28 vs. PKSFX (23.23).
| NAESX | PKSFX | NAESX / PKSFX | |
| Total Expense Ratio | 0.17 | 1.01 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.01 | 17% |
| Fund Existence | 65 years | 29 years | - |
| Gain YTD | 5.577 | -3.740 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.03B | 7,969% |
| Annual Yield % from dividends | 1.23 | 0.20 | 603% |
| Returns for 1 year | 4.92 | -9.69 | -51% |
| Returns for 3 years | 41.91 | 29.58 | 142% |
| Returns for 5 years | 55.28 | 23.23 | 238% |
| Returns for 10 years | 130.16 | 132.95 | 98% |
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