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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Virtus KAR Small-Cap Core I
Price$57.52
Change+$0.42 (+0.74%)
VolumeN/A
Net Assets2.19B
NAESX vs PKSFX Comparison Chart in %
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NAESX vs. PKSFX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. PKSFX (2.19B). 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 : 8.46 vs. PKSFX (1.27). NAESX return over 5 years is better than : 66.66 vs. PKSFX (41.87).
| 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 | 2.781 | 1.001 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.19B | 6,989% |
| Annual Yield % from dividends | 1.28 | 0.20 | 626% |
| Returns for 1 year | 8.46 | 1.27 | 668% |
| Returns for 3 years | 34.15 | 33.80 | 101% |
| Returns for 5 years | 66.66 | 41.87 | 159% |
| Returns for 10 years | 114.71 | 137.74 | 83% |
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