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PKSFX vs VSCPX
PKSFX vs VSCPX Comparison
Open Charts PKSFX vs VSCPX
Virtus KAR Small-Cap Core I
Price$57.39
Change-$4.27 (-6.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
PKSFX vs VSCPX Comparison Chart
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PKSFX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. PKSFX (2.38B). VSCPX pays higher dividends than PKSFX: VSCPX (1.44) vs PKSFX (0.46). PKSFX was incepted earlier than VSCPX: PKSFX (28 years) vs VSCPX (14 years). VSCPX is a more actively managed with annual turnover of: 12.00 vs. PKSFX (10.00). PKSFX has a lower initial minimum investment than VSCPX: PKSFX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 19.60 vs. PKSFX (18.14). VSCPX return over 5 years is better than : 54.01 vs. PKSFX (49.13).
| PKSFX | VSCPX | PKSFX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 20.400 | 18.058 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 167B | 1% |
| Annual Yield % from dividends | 0.46 | 1.44 | 32% |
| Returns for 1 year | 18.14 | 19.60 | 93% |
| Returns for 3 years | 19.24 | 15.81 | 122% |
| Returns for 5 years | 49.13 | 54.01 | 91% |
| Returns for 10 years | 139.89 | 125.14 | 112% |