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PQSAX vs VEXRX
PQSAX vs VEXRX Comparison
Open Charts PQSAX vs VEXRX
Virtus KAR Small-Cap Value A
Price$23.44
Change-$1.37 (-5.52%)
VolumeN/A
Net Assets798.21M
PQSAX vs VEXRX Comparison Chart
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PQSAX vs. VEXRX commentary
Apr 04, 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. PQSAX (798M). VEXRX pays higher dividends than PQSAX: VEXRX (0.56) vs PQSAX (0.49). PQSAX was incepted earlier than VEXRX: PQSAX (19 years) vs VEXRX (23 years). PQSAX (1.21) is less costly to investors than VEXRX (0.34). 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 : 0.90 vs. VEXRX (-8.14). PQSAX return over 5 years is better than : 78.73 vs. VEXRX (51.26).
| PQSAX | VEXRX | PQSAX / VEXRX | |
| Total Expense Ratio | 1.21 | 0.34 | 356% |
| Annual Report Gross Expense Ratio | 1.21 | 0.34 | 356% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -2.323 | -7.057 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 21.4B | 4% |
| Annual Yield % from dividends | 0.49 | 0.56 | 87% |
| Returns for 1 year | 0.90 | -8.14 | -11% |
| Returns for 3 years | 0.96 | -8.48 | -11% |
| Returns for 5 years | 78.73 | 51.26 | 154% |
| Returns for 10 years | 56.29 | 8.13 | 692% |
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