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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Virtus KAR Small-Cap Core I
Price$52.17
Change-$2.91 (-5.28%)
VolumeN/A
Net Assets1.96B
NAESX vs PKSFX Comparison Chart in %
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NAESX vs. PKSFX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. PKSFX (1.96B). NAESX pays higher dividends than PKSFX: NAESX (1.16) vs PKSFX (0.48). 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 (13.00) and PKSFX (13.00) have comparable annual turnover. 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 : 10.68 vs. PKSFX (-8.64). NAESX return over 5 years is better than : 31.77 vs. PKSFX (9.83).
| 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 | 5.519 | 7.235 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.96B | 8,257% |
| Annual Yield % from dividends | 1.16 | 0.48 | 242% |
| Returns for 1 year | 10.68 | -8.64 | -124% |
| Returns for 3 years | 33.00 | 15.30 | 216% |
| Returns for 5 years | 31.77 | 9.83 | 323% |
| Returns for 10 years | 185.98 | 168.51 | 110% |
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