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PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$57.39
Change-$4.27 (-6.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
PKSFX vs VSMAX Comparison Chart
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PKSFX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. PKSFX (2.38B). 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 : 19.58 vs. PKSFX (18.14). VSMAX return over 5 years is better than : 53.97 vs. PKSFX (49.13).
| 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 | 20.400 | 18.049 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 167B | 1% |
| Annual Yield % from dividends | 0.46 | 1.42 | 33% |
| Returns for 1 year | 18.14 | 19.58 | 93% |
| Returns for 3 years | 19.24 | 15.80 | 122% |
| Returns for 5 years | 49.13 | 53.97 | 91% |
| Returns for 10 years | 139.89 | 125.00 | 112% |