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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$52.48
Change-$4.02 (-7.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
PKSAX vs VSMAX Comparison Chart
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PKSAX vs. VSMAX commentary
Dec 19, 2024
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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. PKSAX (2.38B). VSMAX pays higher dividends than PKSAX: VSMAX (1.42) vs PKSAX (0.40). PKSAX was incepted earlier than VSMAX: PKSAX (22 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. PKSAX (10.00). 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 : 19.58 vs. PKSAX (17.46). VSMAX return over 5 years is better than : 53.97 vs. PKSAX (43.75).
| PKSAX | VSMAX | PKSAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 20.092 | 18.049 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 167B | 1% |
| Annual Yield % from dividends | 0.40 | 1.42 | 28% |
| Returns for 1 year | 17.46 | 19.58 | 89% |
| Returns for 3 years | 16.39 | 15.80 | 104% |
| Returns for 5 years | 43.75 | 53.97 | 81% |
| Returns for 10 years | 126.18 | 125.00 | 101% |