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PQSAX vs VEXPX
PQSAX vs VEXPX Comparison
Open Charts PQSAX vs VEXPX
Virtus KAR Small-Cap Value A
Price$26.10
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets803.78M
PQSAX vs VEXPX Comparison Chart
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PQSAX vs. VEXPX commentary
Jan 19, 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 PQSAX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. PQSAX (804M). VEXPX (0.48) and PQSAX (0.47) have matching dividends . PQSAX was incepted earlier than VEXPX: PQSAX (19 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. PQSAX (11.00). PQSAX has a lower initial minimum investment than VEXPX: PQSAX (2500) vs VEXPX (3000). PQSAX annual gain was more profitable for investors over the last year : 11.18 vs. VEXPX (10.25). PQSAX return over 5 years is better than : 35.65 vs. VEXPX (10.68).
| PQSAX | VEXPX | PQSAX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 57 years | - |
| Gain YTD | 2.756 | 3.297 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 22.1B | 4% |
| Annual Yield % from dividends | 0.47 | 0.48 | 96% |
| Returns for 1 year | 11.18 | 10.25 | 109% |
| Returns for 3 years | -1.39 | 1.66 | -83% |
| Returns for 5 years | 35.65 | 10.68 | 334% |
| Returns for 10 years | 75.90 | 32.29 | 235% |
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