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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-$0.10 (-0.38%)
VolumeN/A
Net Assets804.09M
PQSAX vs VEXPX Comparison Chart in %
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PQSAX vs. VEXPX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. PQSAX (804M). PQSAX pays higher dividends than VEXPX: PQSAX (0.48) vs VEXPX (0.40). PQSAX was incepted earlier than VEXPX: PQSAX (19 years) vs VEXPX (58 years). PQSAX (1.21) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. PQSAX (6.00). 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 : 3.53 vs. VEXPX (-0.62). PQSAX return over 5 years is better than : 26.03 vs. VEXPX (7.07).
| PQSAX | VEXPX | PQSAX / VEXPX | |
| Total Expense Ratio | 1.21 | 0.44 | 275% |
| Annual Report Gross Expense Ratio | 1.21 | 0.44 | 275% |
| Fund Existence | 19 years | 58 years | - |
| Gain YTD | 3.150 | 3.880 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 19.9B | 4% |
| Annual Yield % from dividends | 0.48 | 0.40 | 119% |
| Returns for 1 year | 3.53 | -0.62 | -570% |
| Returns for 3 years | 16.74 | 16.56 | 101% |
| Returns for 5 years | 26.03 | 7.07 | 368% |
| Returns for 10 years | 90.61 | 30.75 | 295% |
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