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PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$56.09
Change-$0.84 (-1.48%)
VolumeN/A
Net Assets2.2B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
PKSFX vs VSMAX Comparison Chart
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PKSFX vs. VSMAX commentary
Feb 23, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. PKSFX (2.2B). 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 : 11.25 vs. PKSFX (4.55). VSMAX return over 5 years is better than : 44.48 vs. PKSFX (34.25).
| 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 | -1.510 | -0.304 | 497% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 161B | 1% |
| Annual Yield % from dividends | 0.46 | 1.42 | 33% |
| Returns for 1 year | 4.55 | 11.25 | 40% |
| Returns for 3 years | 31.26 | 18.86 | 166% |
| Returns for 5 years | 34.25 | 44.48 | 77% |
| Returns for 10 years | 116.64 | 105.78 | 110% |
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