Interact to see
Advertisement
Advertisement
PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$55.71
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets2.09B
Vanguard Small Cap Index Admiral Shares
Price$123.74
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
PKSFX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PKSFX vs. VSMAX commentary
Oct 07, 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: 162B vs. PKSFX (2.09B). VSMAX pays higher dividends than PKSFX: VSMAX (1.34) vs PKSFX (0.20). 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 : 9.34 vs. PKSFX (-5.65). VSMAX return over 5 years is better than : 60.78 vs. PKSFX (28.96).
| 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 | -2.107 | 7.523 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 162B | 1% |
| Annual Yield % from dividends | 0.20 | 1.34 | 15% |
| Returns for 1 year | -5.65 | 9.34 | -60% |
| Returns for 3 years | 36.91 | 48.42 | 76% |
| Returns for 5 years | 28.96 | 60.78 | 48% |
| Returns for 10 years | 135.52 | 134.04 | 101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement