Ad is loading...
PKSAX vs VSCPX
PKSAX vs VSCPX Comparison
Open Charts PKSAX vs VSCPX
Virtus KAR Small-Cap Core A
Price$49.61
Change+$0.23 (+0.47%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Index InstlPlus
Price$307.77
Change+$1.14 (+0.37%)
VolumeN/A
Net Assets153.45B
PKSAX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PKSAX vs. VSCPX commentary
Apr 02, 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: 153B vs. PKSAX (2.1B). VSCPX pays higher dividends than PKSAX: VSCPX (1.54) 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: 12.00 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 : -1.82 vs. PKSAX (-3.30). VSCPX return over 5 years is better than : 105.93 vs. PKSAX (61.17).
| 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 | -5.184 | -7.656 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 153B | 1% |
| Annual Yield % from dividends | 0.06 | 1.54 | 4% |
| Returns for 1 year | -3.30 | -1.82 | 181% |
| Returns for 3 years | 19.40 | 4.62 | 419% |
| Returns for 5 years | 61.17 | 105.93 | 58% |
| Returns for 10 years | 93.63 | 88.67 | 106% |
View a ticker or compare two or three
VS
VS
Ad is loading...