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PKSFX vs VSCIX
PKSFX vs VSCIX Comparison
Open Charts PKSFX vs VSCIX
Virtus KAR Small-Cap Core I
Price$57.39
Change-$4.27 (-6.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
PKSFX vs VSCIX Comparison Chart
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PKSFX vs. VSCIX commentary
Dec 19, 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 PKSFX is a StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. PKSFX (2.38B). VSCIX pays higher dividends than PKSFX: VSCIX (1.43) vs PKSFX (0.46). PKSFX was incepted earlier than VSCIX: PKSFX (28 years) vs VSCIX (27 years). VSCIX is a more actively managed with annual turnover of: 12.00 vs. PKSFX (10.00). 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 : 19.59 vs. PKSFX (18.14). VSCIX return over 5 years is better than : 53.99 vs. PKSFX (49.13).
| PKSFX | VSCIX | PKSFX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 20.400 | 18.051 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 167B | 1% |
| Annual Yield % from dividends | 0.46 | 1.43 | 32% |
| Returns for 1 year | 18.14 | 19.59 | 93% |
| Returns for 3 years | 19.24 | 15.81 | 122% |
| Returns for 5 years | 49.13 | 53.99 | 91% |
| Returns for 10 years | 139.89 | 125.06 | 112% |
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