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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
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 %
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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.
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).
| 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 | 1.432 | 0.702 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.18B | 6,777% |
| Annual Yield % from dividends | 1.28 | 0.20 | 626% |
| Returns for 1 year | 12.22 | 7.83 | 156% |
| Returns for 3 years | 37.83 | 38.41 | 98% |
| Returns for 5 years | 69.32 | 46.89 | 148% |
| Returns for 10 years | 108.83 | 135.70 | 80% |
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