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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$50.97
Change+$0.44 (+0.87%)
VolumeN/A
Net Assets2.08B
Vanguard Small Cap Index Admiral Shares
Price$123.62
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
PKSAX vs VSMAX Comparison Chart in %
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PKSAX vs. VSMAX commentary
Oct 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: 162B vs. PKSAX (2.08B). 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 : 9.16 vs. PKSAX (-6.62). VSMAX return over 5 years is better than : 56.70 vs. PKSAX (21.22).
| 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 | -2.976 | 6.626 | -45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 162B | 1% |
| Annual Yield % from dividends | 0.06 | 1.34 | 4% |
| Returns for 1 year | -6.62 | 9.16 | -72% |
| Returns for 3 years | 33.36 | 47.18 | 71% |
| Returns for 5 years | 21.22 | 56.70 | 37% |
| Returns for 10 years | 119.81 | 132.09 | 91% |
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