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PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$54.09
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets2.07B
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
PKSFX vs VSMAX Comparison Chart
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PKSFX vs. VSMAX commentary
May 10, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. PKSFX (2.08B). VSMAX pays higher dividends than PKSFX: VSMAX (1.56) vs PKSFX (0.22). PKSFX was incepted earlier than VSMAX: PKSFX (29 years) vs VSMAX (25 years). PKSFX (1.01) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. PKSFX (5.00). VSMAX has a lower initial minimum investment than PKSFX: VSMAX (3000) vs PKSFX (100000). VSMAX annual gain was more profitable for investors over the last year : 0.40 vs. PKSFX (-0.18). VSMAX return over 5 years is better than : 67.86 vs. PKSFX (46.11).
| PKSFX | VSMAX | PKSFX / VSMAX | |
| Total Expense Ratio | 1.01 | 0.05 | 2,020% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -4.881 | -6.954 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 140B | 1% |
| Annual Yield % from dividends | 0.22 | 1.56 | 14% |
| Returns for 1 year | -0.18 | 0.40 | -44% |
| Returns for 3 years | 33.81 | 22.82 | 148% |
| Returns for 5 years | 46.11 | 67.86 | 68% |
| Returns for 10 years | 109.94 | 91.60 | 120% |
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