Interact to see
Advertisement
Advertisement
PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$48.39
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets1.93B
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
PKSAX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PKSAX vs. VSMAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. PKSAX (1.93B). VSMAX pays higher dividends than PKSAX: VSMAX (1.34) 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 : -0.84 vs. PKSAX (-14.81). VSMAX return over 5 years is better than : 39.47 vs. PKSAX (9.72).
| 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 | -6.970 | 2.440 | -286% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 162B | 1% |
| Annual Yield % from dividends | 0.06 | 1.34 | 4% |
| Returns for 1 year | -14.81 | -0.84 | 1,771% |
| Returns for 3 years | 15.05 | 30.09 | 50% |
| Returns for 5 years | 9.72 | 39.47 | 25% |
| Returns for 10 years | 102.87 | 122.69 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement