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PKSAX vs VSCIX
PKSAX vs VSCIX Comparison
Open Charts PKSAX vs VSCIX
Virtus KAR Small-Cap Core A
Price$52.48
Change-$4.02 (-7.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
PKSAX vs VSCIX Comparison Chart
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PKSAX vs. VSCIX commentary
Dec 19, 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 StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. PKSAX (2.38B). VSCIX pays higher dividends than PKSAX: VSCIX (1.43) vs PKSAX (0.40). PKSAX was incepted earlier than VSCIX: PKSAX (22 years) vs VSCIX (27 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 : 19.59 vs. PKSAX (17.46). VSCIX return over 5 years is better than : 53.99 vs. PKSAX (43.75).
| PKSAX | VSCIX | PKSAX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 20.092 | 18.051 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 167B | 1% |
| Annual Yield % from dividends | 0.40 | 1.43 | 28% |
| Returns for 1 year | 17.46 | 19.59 | 89% |
| Returns for 3 years | 16.39 | 15.81 | 104% |
| Returns for 5 years | 43.75 | 53.99 | 81% |
| Returns for 10 years | 126.18 | 125.06 | 101% |
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