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PKSCX vs VSMAX
PKSCX vs VSMAX Comparison
Open Charts PKSCX vs VSMAX
Virtus KAR Small-Cap Core C
Price$38.01
Change+$0.16 (+0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.29
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
PKSCX vs VSMAX Comparison Chart
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PKSCX vs. VSMAX commentary
Dec 23, 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 PKSCX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. PKSCX (2.29B). VSMAX pays higher dividends than PKSCX: VSMAX (1.42) vs PKSCX (0.07). PKSCX was incepted earlier than VSMAX: PKSCX (22 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 : 14.57 vs. PKSCX (7.95). VSMAX return over 5 years is better than : 48.08 vs. PKSCX (19.17).
| PKSCX | VSMAX | PKSCX / 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 | 7.677 | 14.076 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 167B | 1% |
| Annual Yield % from dividends | 0.07 | 1.42 | 5% |
| Returns for 1 year | 7.95 | 14.57 | 55% |
| Returns for 3 years | -4.40 | 10.65 | -41% |
| Returns for 5 years | 19.17 | 48.08 | 40% |
| Returns for 10 years | 70.12 | 115.96 | 60% |
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