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PKSAX vs VSCPX
PKSAX vs VSCPX Comparison
Open Charts PKSAX vs VSCPX
Virtus KAR Small-Cap Core A
Price$50.50
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
PKSAX vs VSCPX Comparison Chart
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PKSAX vs. VSCPX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. PKSAX (2.1B). VSCPX pays higher dividends than PKSAX: VSCPX (1.50) 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 : 5.16 vs. PKSAX (2.88). VSCPX return over 5 years is better than : 52.42 vs. PKSAX (26.40).
| 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 | -3.437 | -4.054 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 148B | 1% |
| Annual Yield % from dividends | 0.06 | 1.50 | 4% |
| Returns for 1 year | 2.88 | 5.16 | 56% |
| Returns for 3 years | 24.74 | 16.73 | 148% |
| Returns for 5 years | 26.40 | 52.42 | 50% |
| Returns for 10 years | 100.32 | 96.69 | 104% |
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