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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$52.04
Change-$0.23 (-0.44%)
VolumeN/A
Net Assets2.16B
Vanguard Small Cap Index Admiral Shares
Price$122.33
Change-$0.06 (-0.05%)
VolumeN/A
Net Assets161.26B
PKSAX vs VSMAX Comparison Chart in %
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PKSAX vs. VSMAX commentary
Sep 18, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. PKSAX (2.17B). VSMAX pays higher dividends than PKSAX: VSMAX (1.31) vs PKSAX (0.05). PKSAX was incepted earlier than VSMAX: PKSAX (23 years) vs VSMAX (25 years). PKSAX (1.27) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. PKSAX (5.00). 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 : 9.75 vs. PKSAX (-2.59). VSMAX return over 5 years is better than : 67.47 vs. PKSAX (30.46).
| PKSAX | VSMAX | PKSAX / VSMAX | |
| Total Expense Ratio | 1.27 | 0.05 | 2,540% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 0.365 | 6.457 | 6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 161B | 1% |
| Annual Yield % from dividends | 0.05 | 1.31 | 4% |
| Returns for 1 year | -2.59 | 9.75 | -27% |
| Returns for 3 years | 33.13 | 38.94 | 85% |
| Returns for 5 years | 30.46 | 67.47 | 45% |
| Returns for 10 years | 135.52 | 132.96 | 102% |
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