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PKSFX vs VSCPX
PKSFX vs VSCPX Comparison
Open Charts PKSFX vs VSCPX
Virtus KAR Small-Cap Core I
Price$51.32
Change-$0.77 (-1.48%)
VolumeN/A
Net Assets2.01B
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
PKSFX vs VSCPX Comparison Chart
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PKSFX vs. VSCPX commentary
Apr 18, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. PKSFX (2.01B). VSCPX pays higher dividends than PKSFX: VSCPX (1.54) vs PKSFX (0.21). PKSFX was incepted earlier than VSCPX: PKSFX (29 years) vs VSCPX (14 years). PKSFX (1.01) is less costly to investors than VSCPX (0.03). VSCPX is a more actively managed with annual turnover of: 12.00 vs. PKSFX (5.00). PKSFX has a lower initial minimum investment than VSCPX: PKSFX (100000) vs VSCPX (100000000). PKSFX annual gain was more profitable for investors over the last year : -0.23 vs. VSCPX (-2.00). VSCPX return over 5 years is better than : 68.90 vs. PKSFX (47.25).
| PKSFX | VSCPX | PKSFX / VSCPX | |
| Total Expense Ratio | 1.01 | 0.03 | 3,367% |
| Annual Report Gross Expense Ratio | 1.01 | 0.03 | 3,367% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -8.534 | -13.441 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 143B | 1% |
| Annual Yield % from dividends | 0.21 | 1.54 | 14% |
| Returns for 1 year | -0.23 | -2.00 | 11% |
| Returns for 3 years | 19.65 | 1.22 | 1,615% |
| Returns for 5 years | 47.25 | 68.90 | 69% |
| Returns for 10 years | 99.51 | 77.22 | 129% |
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