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PKSCX vs VSMAX
PKSCX vs VSMAX Comparison
Open Charts PKSCX vs VSMAX
Virtus KAR Small-Cap Core C
Price$36.07
Change+$0.32 (+0.90%)
VolumeN/A
Net Assets2.11B
Vanguard Small Cap Index Admiral Shares
Price$108.35
Change+$1.72 (+1.61%)
VolumeN/A
Net Assets153.45B
PKSCX vs VSMAX Comparison Chart
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PKSCX vs. VSMAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. PKSCX (2.11B). VSMAX pays higher dividends than PKSCX: VSMAX (1.52) vs PKSCX (0.00). PKSCX was incepted earlier than VSMAX: PKSCX (23 years) vs VSMAX (24 years). PKSCX (1.99) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 12.00 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 : 0.01 vs. PKSCX (-3.72). VSMAX return over 5 years is better than : 112.52 vs. PKSCX (43.51).
| 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 | 24 years | - |
| Gain YTD | -4.920 | -7.319 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -3.72 | 0.01 | -49,991% |
| Returns for 3 years | 11.66 | 4.99 | 234% |
| Returns for 5 years | 43.51 | 112.52 | 39% |
| Returns for 10 years | 55.62 | 89.29 | 62% |
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