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PKSCX vs VSMAX
PKSCX vs VSMAX Comparison
Open Charts PKSCX vs VSMAX
Virtus KAR Small-Cap Core C
Price$36.76
Change+$1.17 (+3.29%)
VolumeN/A
Net Assets2.07B
Vanguard Small Cap Index Admiral Shares
Price$111.02
Change+$4.00 (+3.74%)
VolumeN/A
Net Assets139.54B
PKSCX vs VSMAX Comparison Chart
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PKSCX vs. VSMAX commentary
May 13, 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 PKSCX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. PKSCX (2.07B). VSMAX pays higher dividends than PKSCX: VSMAX (1.56) vs PKSCX (0.00). PKSCX was incepted earlier than VSMAX: PKSCX (23 years) vs VSMAX (25 years). PKSCX (1.99) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. PKSCX (5.00). PKSCX has a lower initial minimum investment than VSMAX: PKSCX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 0.66 vs. PKSCX (-3.26). VSMAX return over 5 years is better than : 80.57 vs. PKSCX (29.05).
| PKSCX | VSMAX | PKSCX / VSMAX | |
| Total Expense Ratio | 1.99 | 0.05 | 3,980% |
| Annual Report Gross Expense Ratio | 1.99 | 0.05 | 3,980% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -5.346 | -6.980 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 140B | 1% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -3.26 | 0.66 | -498% |
| Returns for 3 years | 20.41 | 20.09 | 102% |
| Returns for 5 years | 29.05 | 80.57 | 36% |
| Returns for 10 years | 56.42 | 89.46 | 63% |