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PKSAX vs VSCPX
PKSAX vs VSCPX Comparison
Open Charts PKSAX vs VSCPX
Virtus KAR Small-Cap Core A
Price$49.49
Change+$1.07 (+2.21%)
VolumeN/A
Net Assets2.03B
Vanguard Small Cap Index InstlPlus
Price$308.99
Change+$4.81 (+1.58%)
VolumeN/A
Net Assets139.54B
PKSAX vs VSCPX Comparison Chart
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PKSAX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. PKSAX (2.03B). VSCPX pays higher dividends than PKSAX: VSCPX (1.58) vs PKSAX (0.06). PKSAX was incepted earlier than VSCPX: PKSAX (23 years) vs VSCPX (14 years). PKSAX (1.27) is less costly to investors than VSCPX (0.03). VSCPX is a more actively managed with annual turnover of: 13.00 vs. PKSAX (5.00). PKSAX has a lower initial minimum investment than VSCPX: PKSAX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -0.07 vs. PKSAX (-2.05). VSCPX return over 5 years is better than : 65.30 vs. PKSAX (37.68).
| PKSAX | VSCPX | PKSAX / VSCPX | |
| Total Expense Ratio | 1.27 | 0.03 | 4,233% |
| Annual Report Gross Expense Ratio | 1.27 | 0.03 | 4,233% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -7.028 | -8.394 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 140B | 1% |
| Annual Yield % from dividends | 0.06 | 1.58 | 4% |
| Returns for 1 year | -2.05 | -0.07 | 3,063% |
| Returns for 3 years | 27.52 | 20.38 | 135% |
| Returns for 5 years | 37.68 | 65.30 | 58% |
| Returns for 10 years | 93.03 | 88.40 | 105% |
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