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PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$58.24
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets2.29B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
PKSFX vs VSMAX Comparison Chart
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PKSFX vs. VSMAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. PKSFX (2.29B). VSMAX pays higher dividends than PKSFX: VSMAX (1.42) vs PKSFX (0.46). PKSFX was incepted earlier than VSMAX: PKSFX (28 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. PKSFX (10.00). 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 : 21.26 vs. PKSFX (14.72). VSMAX return over 5 years is better than : 48.99 vs. PKSFX (38.68).
| PKSFX | VSMAX | PKSFX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 2.072 | 3.369 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 155B | 1% |
| Annual Yield % from dividends | 0.46 | 1.42 | 33% |
| Returns for 1 year | 14.72 | 21.26 | 69% |
| Returns for 3 years | 26.02 | 17.25 | 151% |
| Returns for 5 years | 38.68 | 48.99 | 79% |
| Returns for 10 years | 134.99 | 127.10 | 106% |