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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$51.27
Change-$0.77 (-1.48%)
VolumeN/A
Net Assets2.23B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
PKSAX vs VSMAX Comparison Chart
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PKSAX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. PKSAX (2.23B). VSMAX pays higher dividends than PKSAX: VSMAX (1.42) vs PKSAX (0.40). PKSAX was incepted earlier than VSMAX: PKSAX (23 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 : 16.64 vs. PKSAX (9.30). VSMAX return over 5 years is better than : 49.78 vs. PKSAX (33.30).
| PKSAX | VSMAX | PKSAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.478 | 3.352 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 161B | 1% |
| Annual Yield % from dividends | 0.40 | 1.42 | 28% |
| Returns for 1 year | 9.30 | 16.64 | 56% |
| Returns for 3 years | 31.87 | 21.47 | 148% |
| Returns for 5 years | 33.30 | 49.78 | 67% |
| Returns for 10 years | 110.02 | 113.55 | 97% |
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