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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
Virtus KAR Small-Cap Core I
Price$55.38
Change+$0.61 (+1.11%)
VolumeN/A
Net Assets1.98B
NAESX vs PKSFX Comparison Chart in %
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NAESX vs. PKSFX commentary
Dec 04, 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 Buy and PKSFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. PKSFX (1.98B). NAESX pays higher dividends than PKSFX: NAESX (1.21) 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 : -0.86 vs. PKSFX (-13.89). NAESX return over 5 years is better than : 40.97 vs. PKSFX (16.88).
| 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 | 7.092 | -3.547 | -200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.98B | 8,186% |
| Annual Yield % from dividends | 1.21 | 0.21 | 583% |
| Returns for 1 year | -0.86 | -13.89 | 6% |
| Returns for 3 years | 32.07 | 18.57 | 173% |
| Returns for 5 years | 40.97 | 16.88 | 243% |
| Returns for 10 years | 131.34 | 119.78 | 110% |
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