PKSAX
Price
$50.87
Change
+$0.16 (+0.32%)
Updated
Jun 27 closing price
Net Assets
2.12B
VSMAX
Price
$113.78
Change
+$0.20 (+0.18%)
Updated
Jun 27 closing price
Net Assets
147.56B
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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$50.87
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets2.12B
Vanguard Small Cap Index Admiral Shares
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
PKSAX vs VSMAX Comparison Chart in %
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VS
PKSAX vs. VSMAX commentary
Jun 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. PKSAX (2.12B). VSMAX pays higher dividends than PKSAX: VSMAX (1.48) vs PKSAX (0.06). 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 : 8.94 vs. PKSAX (3.33). VSMAX return over 5 years is better than : 71.05 vs. PKSAX (40.62).
PKSAXVSMAXPKSAX / VSMAX
Total Expense Ratio1.270.052,540%
Annual Report Gross Expense Ratio1.270.052,540%
Fund Existence23 years25 years-
Gain YTD-2.631-1.279206%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B148B1%
Annual Yield % from dividends0.061.484%
Returns for 1 year3.338.9437%
Returns for 3 years33.2433.35100%
Returns for 5 years40.6271.0557%
Returns for 10 years113.57103.08110%
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