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PKSAX vs VSCIX
PKSAX vs VSCIX Comparison
Open Charts PKSAX vs VSCIX
Virtus KAR Small-Cap Core A
Price$53.25
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets2.29B
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
PKSAX vs VSCIX Comparison Chart
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PKSAX vs. VSCIX commentary
Jan 19, 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 PKSAX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. PKSAX (2.29B). VSCIX pays higher dividends than PKSAX: VSCIX (1.43) vs PKSAX (0.40). PKSAX was incepted earlier than VSCIX: PKSAX (22 years) vs VSCIX (28 years). VSCIX is a more actively managed with annual turnover of: 12.00 vs. PKSAX (10.00). PKSAX has a lower initial minimum investment than VSCIX: PKSAX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 21.27 vs. PKSAX (14.23). VSCIX return over 5 years is better than : 49.01 vs. PKSAX (33.80).
| PKSAX | VSCIX | PKSAX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 2.247 | 3.378 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 155B | 1% |
| Annual Yield % from dividends | 0.40 | 1.43 | 28% |
| Returns for 1 year | 14.23 | 21.27 | 67% |
| Returns for 3 years | 23.82 | 17.25 | 138% |
| Returns for 5 years | 33.80 | 49.01 | 69% |
| Returns for 10 years | 121.49 | 127.16 | 96% |
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