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PKSAX vs RPTIX
PKSAX vs RPTIX Comparison
Open Charts PKSAX vs RPTIX
Virtus KAR Small-Cap Core A
Price$54.47
Change-$0.47 (-0.86%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Mid-Cap Growth I
Price$109.40
Change-$0.77 (-0.70%)
VolumeN/A
CapitalizationN/A
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PKSAX vs RPTIX Comparison Chart
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PKSAX vs. RPTIX commentary
Sep 21, 2024
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 PKSAX is a Buy and RPTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31.4B vs. PKSAX (2.34B). PKSAX pays higher dividends than RPTIX: PKSAX (0.40) vs RPTIX (0.18). PKSAX was incepted earlier than RPTIX: PKSAX (22 years) vs RPTIX (9 years). RPTIX is a more actively managed with annual turnover of: 21.70 vs. PKSAX (10.00). PKSAX has a lower initial minimum investment than RPTIX: PKSAX (2500) vs RPTIX (500000). PKSAX annual gain was more profitable for investors over the last year : 25.70 vs. RPTIX (14.81). PKSAX return over 5 years is better than : 41.53 vs. RPTIX (15.09).
| PKSAX | RPTIX | PKSAX / RPTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 13.882 | 9.127 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 31.4B | 7% |
| Annual Yield % from dividends | 0.40 | 0.18 | 219% |
| Returns for 1 year | 25.70 | 14.81 | 173% |
| Returns for 3 years | 15.93 | -13.57 | -117% |
| Returns for 5 years | 41.53 | 15.09 | 275% |
| Returns for 10 years | 132.20 | N/A | - |