Ad is loading...
PKSCX vs VSMAX
PKSCX vs VSMAX Comparison
Open Charts PKSCX vs VSMAX
Virtus KAR Small-Cap Core C
Price$38.86
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets2.33B
Vanguard Small Cap Index Admiral Shares
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
PKSCX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PKSCX vs. VSMAX commentary
Jan 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. PKSCX (2.33B). 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 : 20.33 vs. PKSCX (11.83). VSMAX return over 5 years is better than : 52.33 vs. PKSCX (19.84).
| 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 | 3.351 | 5.089 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 155B | 2% |
| Annual Yield % from dividends | 0.07 | 1.42 | 5% |
| Returns for 1 year | 11.83 | 20.33 | 58% |
| Returns for 3 years | 21.00 | 25.14 | 84% |
| Returns for 5 years | 19.84 | 52.33 | 38% |
| Returns for 10 years | 75.89 | 126.72 | 60% |
View a ticker or compare two or three
VS
VS
Ad is loading...