PPTAX
Price
$17.54
Change
-$0.04 (-0.23%)
Updated
Sep 12 closing price
Net Assets
32.91M
VGPMX
Price
$17.63
Change
-$0.00 (-0.00%)
Updated
Sep 16 closing price
Net Assets
2.01B
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PPTAX vs VGPMX

Header iconPPTAX vs VGPMX Comparison
Open Charts PPTAX vs VGPMXBanner chart's image
Virtus KAR Global Quality Dividend A
Price$17.54
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets32.91M
Vanguard Global Capital Cycles Investor
Price$17.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.01B
PPTAX vs VGPMX Comparison Chart in %
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PPTAX vs. VGPMX commentary
Sep 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 PPTAX is a Buy and VGPMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.01B vs. PPTAX (32.9M). PPTAX (1.90) and VGPMX (1.90) have matching dividends . PPTAX was incepted earlier than VGPMX: PPTAX (20 years) vs VGPMX (41 years). PPTAX (1.60) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 32.00 vs. PPTAX (16.00). PPTAX has a lower initial minimum investment than VGPMX: PPTAX (2500) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 31.93 vs. PPTAX (11.34). VGPMX return over 5 years is better than : 105.76 vs. PPTAX (53.44).
PPTAXVGPMXPPTAX / VGPMX
Total Expense Ratio1.350.44307%
Annual Report Gross Expense Ratio1.600.44364%
Fund Existence20 years41 years-
Gain YTD19.10239.60148%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets32.9M2.01B2%
Annual Yield % from dividends1.901.90100%
Returns for 1 year11.3431.9336%
Returns for 3 years36.4466.9154%
Returns for 5 years53.44105.7651%
Returns for 10 years54.88157.5835%
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