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PKSAX vs VSCIX
PKSAX vs VSCIX Comparison
Open Charts PKSAX vs VSCIX
Virtus KAR Small-Cap Core A
Price$49.49
Change+$1.07 (+2.21%)
VolumeN/A
Net Assets2.03B
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
PKSAX vs VSCIX Comparison Chart
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PKSAX vs. VSCIX commentary
May 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 PKSAX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. PKSAX (2.03B). VSCIX pays higher dividends than PKSAX: VSCIX (1.57) vs PKSAX (0.06). PKSAX was incepted earlier than VSCIX: PKSAX (23 years) vs VSCIX (28 years). PKSAX (1.27) is less costly to investors than VSCIX (0.04). VSCIX is a more actively managed with annual turnover of: 13.00 vs. PKSAX (5.00). 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 : -0.06 vs. PKSAX (-2.05). VSCIX return over 5 years is better than : 65.30 vs. PKSAX (37.68).
| PKSAX | VSCIX | PKSAX / VSCIX | |
| Total Expense Ratio | 1.27 | 0.04 | 3,175% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -7.028 | -8.389 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 140B | 1% |
| Annual Yield % from dividends | 0.06 | 1.57 | 4% |
| Returns for 1 year | -2.05 | -0.06 | 3,403% |
| Returns for 3 years | 27.52 | 20.38 | 135% |
| Returns for 5 years | 37.68 | 65.30 | 58% |
| Returns for 10 years | 93.03 | 88.39 | 105% |
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