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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$49.61
Change+$0.23 (+0.47%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Index Admiral Shares
Price$106.63
Change+$0.39 (+0.37%)
VolumeN/A
Net Assets153.45B
PKSAX vs VSMAX Comparison Chart
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PKSAX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. PKSAX (2.1B). VSMAX pays higher dividends than PKSAX: VSMAX (1.52) vs PKSAX (0.06). PKSAX was incepted earlier than VSMAX: PKSAX (23 years) vs VSMAX (24 years). PKSAX (1.27) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 12.00 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 : -1.83 vs. PKSAX (-3.30). VSMAX return over 5 years is better than : 105.89 vs. PKSAX (61.17).
| 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 | 24 years | - |
| Gain YTD | -5.184 | -7.658 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 153B | 1% |
| Annual Yield % from dividends | 0.06 | 1.52 | 4% |
| Returns for 1 year | -3.30 | -1.83 | 180% |
| Returns for 3 years | 19.40 | 4.61 | 421% |
| Returns for 5 years | 61.17 | 105.89 | 58% |
| Returns for 10 years | 93.63 | 88.60 | 106% |
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