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PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$54.10
Change-$0.87 (-1.58%)
VolumeN/A
Net Assets2.06B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
PKSFX vs VSMAX Comparison Chart
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PKSFX vs. VSMAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. PKSFX (2.06B). VSMAX pays higher dividends than PKSFX: VSMAX (1.48) vs PKSFX (0.21). 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 : 5.22 vs. PKSFX (1.89). VSMAX return over 5 years is better than : 63.38 vs. PKSFX (39.42).
| 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 | -5.004 | -4.364 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 148B | 1% |
| Annual Yield % from dividends | 0.21 | 1.48 | 14% |
| Returns for 1 year | 1.89 | 5.22 | 36% |
| Returns for 3 years | 36.34 | 31.37 | 116% |
| Returns for 5 years | 39.42 | 63.38 | 62% |
| Returns for 10 years | 107.53 | 93.38 | 115% |
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