PKSAX
Price
$53.25
Change
+$0.10 (+0.19%)
Updated
Jan 17 closing price
Net Assets
2.29B
VSMAX
Price
$119.04
Change
+$0.48 (+0.40%)
Updated
Jan 17 closing price
Net Assets
155.27B
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PKSAX vs VSMAX

Header iconPKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAXBanner chart's image
Virtus KAR Small-Cap Core A
Price$53.25
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets2.29B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
PKSAX vs VSMAX Comparison Chart
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VS
PKSAX vs. VSMAX commentary
Jan 19, 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 VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. PKSAX (2.29B). VSMAX pays higher dividends than PKSAX: VSMAX (1.42) vs PKSAX (0.40). PKSAX was incepted earlier than VSMAX: PKSAX (22 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. PKSAX (10.00). PKSAX has a lower initial minimum investment than VSMAX: PKSAX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. PKSAX (14.23). VSMAX return over 5 years is better than : 48.99 vs. PKSAX (33.80).
PKSAXVSMAXPKSAX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years24 years-
Gain YTD2.2473.36967%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets2.29B155B1%
Annual Yield % from dividends0.401.4228%
Returns for 1 year14.2321.2667%
Returns for 3 years23.8217.25138%
Returns for 5 years33.8048.9969%
Returns for 10 years121.49127.1096%
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