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PQSAX vs VEXRX
PQSAX vs VEXRX Comparison
Open Charts PQSAX vs VEXRX
Virtus KAR Small-Cap Value A
Price$25.32
Change+$0.25 (+1.00%)
VolumeN/A
Net Assets793.82M
Vanguard Explorer Adm
Price$103.78
Change+$1.11 (+1.08%)
VolumeN/A
Net Assets19.41B
PQSAX vs VEXRX Comparison Chart
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PQSAX vs. VEXRX commentary
Jun 07, 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 StrongBuy and VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. PQSAX (794M). VEXRX pays higher dividends than PQSAX: VEXRX (0.54) vs PQSAX (0.48). PQSAX was incepted earlier than VEXRX: PQSAX (19 years) vs VEXRX (24 years). PQSAX (1.21) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. PQSAX (6.00). PQSAX has a lower initial minimum investment than VEXRX: PQSAX (2500) vs VEXRX (50000). PQSAX annual gain was more profitable for investors over the last year : 6.39 vs. VEXRX (-4.02). PQSAX return over 5 years is better than : 30.63 vs. VEXRX (6.60).
| PQSAX | VEXRX | PQSAX / VEXRX | |
| Total Expense Ratio | 1.21 | 0.33 | 367% |
| Annual Report Gross Expense Ratio | 1.21 | 0.33 | 367% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -1.299 | -3.912 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 19.4B | 4% |
| Annual Yield % from dividends | 0.48 | 0.54 | 88% |
| Returns for 1 year | 6.39 | -4.02 | -159% |
| Returns for 3 years | 8.28 | 4.83 | 171% |
| Returns for 5 years | 30.63 | 6.60 | 464% |
| Returns for 10 years | 64.02 | 12.14 | 527% |
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