Interact to see
Advertisement
Advertisement
PKSFX vs VSCIX
PKSFX vs VSCIX Comparison
Open Charts PKSFX vs VSCIX
Virtus KAR Small-Cap Core I
Price$54.71
Change-$0.29 (-0.53%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Index I
Price$109.21
Change-$0.13 (-0.12%)
VolumeN/A
Net Assets139.54B
PKSFX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PKSFX vs. VSCIX commentary
Jun 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 PKSFX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. PKSFX (2.1B). VSCIX pays higher dividends than PKSFX: VSCIX (1.49) vs PKSFX (0.21). PKSFX was incepted earlier than VSCIX: PKSFX (29 years) vs VSCIX (28 years). PKSFX (1.01) is less costly to investors than VSCIX (0.04). VSCIX is a more actively managed with annual turnover of: 13.00 vs. PKSFX (5.00). PKSFX has a lower initial minimum investment than VSCIX: PKSFX (100000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 3.08 vs. PKSFX (2.64). VSCIX return over 5 years is better than : 55.43 vs. PKSFX (34.93).
| PKSFX | VSCIX | PKSFX / VSCIX | |
| Total Expense Ratio | 1.01 | 0.04 | 2,525% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -3.424 | -4.955 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 140B | 2% |
| Annual Yield % from dividends | 0.21 | 1.49 | 14% |
| Returns for 1 year | 2.64 | 3.08 | 86% |
| Returns for 3 years | 28.53 | 17.64 | 162% |
| Returns for 5 years | 34.93 | 55.43 | 63% |
| Returns for 10 years | 111.86 | 93.03 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement