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PKSCX vs VSMAX
PKSCX vs VSMAX Comparison
Open Charts PKSCX vs VSMAX
Virtus KAR Small-Cap Core C
Price$36.98
Change-$0.56 (-1.49%)
VolumeN/A
Net Assets2.2B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
PKSCX vs VSMAX Comparison Chart
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PKSCX vs. VSMAX commentary
Feb 23, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. PKSCX (2.2B). VSMAX pays higher dividends than PKSCX: VSMAX (1.42) vs PKSCX (0.07). PKSCX was incepted earlier than VSMAX: PKSCX (23 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. PKSCX (10.00). 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 : 11.25 vs. PKSCX (1.59). VSMAX return over 5 years is better than : 44.48 vs. PKSCX (12.66).
| PKSCX | VSMAX | PKSCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -1.649 | -0.304 | 543% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 161B | 1% |
| Annual Yield % from dividends | 0.07 | 1.42 | 5% |
| Returns for 1 year | 1.59 | 11.25 | 14% |
| Returns for 3 years | 19.84 | 18.86 | 105% |
| Returns for 5 years | 12.66 | 44.48 | 28% |
| Returns for 10 years | 63.03 | 105.78 | 60% |
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