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PKSAX vs VSCPX
PKSAX vs VSCPX Comparison
Open Charts PKSAX vs VSCPX
Virtus KAR Small-Cap Core A
Price$51.27
Change-$0.77 (-1.48%)
VolumeN/A
Net Assets2.23B
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
PKSAX vs VSCPX Comparison Chart
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PKSAX vs. VSCPX commentary
Feb 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. PKSAX (2.23B). VSCPX pays higher dividends than PKSAX: VSCPX (1.44) vs PKSAX (0.40). PKSAX was incepted earlier than VSCPX: PKSAX (23 years) vs VSCPX (14 years). VSCPX is a more actively managed with annual turnover of: 12.00 vs. PKSAX (10.00). 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 : 16.65 vs. PKSAX (9.30). VSCPX return over 5 years is better than : 49.81 vs. PKSAX (33.30).
| PKSAX | VSCPX | PKSAX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 1.478 | 3.361 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 161B | 1% |
| Annual Yield % from dividends | 0.40 | 1.44 | 28% |
| Returns for 1 year | 9.30 | 16.65 | 56% |
| Returns for 3 years | 31.87 | 21.49 | 148% |
| Returns for 5 years | 33.30 | 49.81 | 67% |
| Returns for 10 years | 110.02 | 113.66 | 97% |
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