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NAESX vs PKSFX
NAESX vs PKSFX Comparison
Open Charts NAESX vs PKSFX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Virtus KAR Small-Cap Core I
Price$57.53
Change-$0.67 (-1.15%)
VolumeN/A
Net Assets2.17B
NAESX vs PKSFX Comparison Chart in %
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NAESX vs. PKSFX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. PKSFX (2.18B). NAESX pays higher dividends than PKSFX: NAESX (1.25) 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 : 9.15 vs. PKSFX (2.20). NAESX return over 5 years is better than : 57.53 vs. PKSFX (33.81).
| 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 | 2.494 | 1.018 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 2.18B | 7,080% |
| Annual Yield % from dividends | 1.25 | 0.20 | 626% |
| Returns for 1 year | 9.15 | 2.20 | 416% |
| Returns for 3 years | 20.39 | 22.89 | 89% |
| Returns for 5 years | 57.53 | 33.81 | 170% |
| Returns for 10 years | 112.59 | 141.33 | 80% |
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