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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$49.49
Change+$1.07 (+2.21%)
VolumeN/A
Net Assets2.03B
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
PKSAX vs VSMAX Comparison Chart
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PKSAX vs. VSMAX commentary
May 09, 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: 140B vs. PKSAX (2.03B). VSMAX pays higher dividends than PKSAX: VSMAX (1.56) 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 : -0.07 vs. PKSAX (-2.05). VSMAX return over 5 years is better than : 65.26 vs. PKSAX (37.68).
| 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 | -7.028 | -8.397 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 140B | 1% |
| Annual Yield % from dividends | 0.06 | 1.56 | 4% |
| Returns for 1 year | -2.05 | -0.07 | 2,848% |
| Returns for 3 years | 27.52 | 20.37 | 135% |
| Returns for 5 years | 37.68 | 65.26 | 58% |
| Returns for 10 years | 93.03 | 88.31 | 105% |
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