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DFSTX vs PKSAX
DFSTX vs PKSAX Comparison
Open Charts DFSTX vs PKSAX
Virtus KAR Small-Cap Core A
Price$50.97
Change+$0.44 (+0.87%)
VolumeN/A
Net Assets2.08B
DFSTX vs PKSAX Comparison Chart in %
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DFSTX vs. PKSAX commentary
Oct 09, 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 DFSTX is a Hold and PKSAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. PKSAX (2.08B). DFSTX pays higher dividends than PKSAX: DFSTX (1.07) vs PKSAX (0.06). DFSTX was incepted earlier than PKSAX: DFSTX (34 years) vs PKSAX (23 years). PKSAX (1.27) is less costly to investors than DFSTX (0.28). DFSTX is a more actively managed with annual turnover of: 6.00 vs. PKSAX (5.00). DFSTX has a lower initial minimum investment than PKSAX: DFSTX (0) vs PKSAX (2500). DFSTX annual gain was more profitable for investors over the last year : 9.03 vs. PKSAX (-6.62). DFSTX return over 5 years is better than : 65.75 vs. PKSAX (21.22).
| DFSTX | PKSAX | DFSTX / PKSAX | |
| Total Expense Ratio | 0.27 | 1.27 | 21% |
| Annual Report Gross Expense Ratio | 0.28 | 1.27 | 22% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 6.810 | -2.976 | -229% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 2.08B | 819% |
| Annual Yield % from dividends | 1.07 | 0.06 | 1,898% |
| Returns for 1 year | 9.03 | -6.62 | -136% |
| Returns for 3 years | 41.64 | 33.36 | 125% |
| Returns for 5 years | 65.75 | 21.22 | 310% |
| Returns for 10 years | 76.54 | 119.81 | 64% |
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