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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$52.09
Change+$0.61 (+1.18%)
VolumeN/A
Net Assets2.15B
Vanguard Small Cap Index Admiral Shares
Price$116.71
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
PKSAX vs VSMAX Comparison Chart in %
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PKSAX vs. VSMAX commentary
Jul 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. PKSAX (2.15B). VSMAX pays higher dividends than PKSAX: VSMAX (1.40) 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 : 4.38 vs. PKSAX (-1.21). VSMAX return over 5 years is better than : 63.22 vs. PKSAX (33.62).
| 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 | -1.152 | 0.316 | -364% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 153B | 1% |
| Annual Yield % from dividends | 0.06 | 1.40 | 4% |
| Returns for 1 year | -1.21 | 4.38 | -28% |
| Returns for 3 years | 33.93 | 36.03 | 94% |
| Returns for 5 years | 33.62 | 63.22 | 53% |
| Returns for 10 years | 116.64 | 105.44 | 111% |
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