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PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$51.32
Change-$0.77 (-1.48%)
VolumeN/A
Net Assets2.01B
Vanguard Small Cap Index Admiral Shares
Price$98.42
Change-$1.16 (-1.16%)
VolumeN/A
Net Assets143.36B
PKSFX vs VSMAX Comparison Chart
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PKSFX vs. VSMAX commentary
Apr 18, 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: 143B vs. PKSFX (2.01B). VSMAX pays higher dividends than PKSFX: VSMAX (1.52) vs PKSFX (0.21). PKSFX was incepted earlier than VSMAX: PKSFX (29 years) vs VSMAX (24 years). PKSFX (1.01) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 12.00 vs. PKSFX (5.00). VSMAX has a lower initial minimum investment than PKSFX: VSMAX (3000) vs PKSFX (100000). PKSFX annual gain was more profitable for investors over the last year : -0.23 vs. VSMAX (-2.01). VSMAX return over 5 years is better than : 68.86 vs. PKSFX (47.25).
| 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 | 24 years | - |
| Gain YTD | -8.534 | -13.447 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 143B | 1% |
| Annual Yield % from dividends | 0.21 | 1.52 | 14% |
| Returns for 1 year | -0.23 | -2.01 | 11% |
| Returns for 3 years | 19.65 | 1.20 | 1,637% |
| Returns for 5 years | 47.25 | 68.86 | 69% |
| Returns for 10 years | 99.51 | 77.14 | 129% |
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