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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Virtus KAR Small-Cap Core I
Price$54.13
Change-$0.93 (-1.69%)
VolumeN/A
Net Assets2.01B
NAESX vs PKSFX Comparison Chart in %
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NAESX vs. PKSFX commentary
Nov 14, 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 (2.01B). NAESX pays higher dividends than PKSFX: NAESX (1.22) vs PKSFX (0.21). 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 : 1.42 vs. PKSFX (-12.32). NAESX return over 5 years is better than : 48.22 vs. PKSFX (19.52).
| 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 | 6.726 | -3.319 | -203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.01B | 8,056% |
| Annual Yield % from dividends | 1.22 | 0.21 | 588% |
| Returns for 1 year | 1.42 | -12.32 | -12% |
| Returns for 3 years | 33.14 | 21.39 | 155% |
| Returns for 5 years | 48.22 | 19.52 | 247% |
| Returns for 10 years | 137.58 | 131.35 | 105% |
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