Ad is loading...
PQSAX vs VEXRX
PQSAX vs VEXRX Comparison
Open Charts PQSAX vs VEXRX
Virtus KAR Small-Cap Value A
Price$27.79
Change-$0.26 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$118.44
Change-$1.21 (-1.01%)
VolumeN/A
CapitalizationN/A
PQSAX vs VEXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PQSAX vs. VEXRX commentary
Dec 19, 2024
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: 23.9B vs. PQSAX (834M). VEXRX pays higher dividends than PQSAX: VEXRX (0.58) vs PQSAX (0.47). PQSAX was incepted earlier than VEXRX: PQSAX (18 years) vs VEXRX (23 years). VEXRX is a more actively managed with annual turnover of: 40.00 vs. PQSAX (11.00). PQSAX has a lower initial minimum investment than VEXRX: PQSAX (2500) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : 17.14 vs. PQSAX (14.76). PQSAX return over 5 years is better than : 48.01 vs. VEXRX (22.14).
| PQSAX | VEXRX | PQSAX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 15.622 | 14.734 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 23.9B | 3% |
| Annual Yield % from dividends | 0.47 | 0.58 | 81% |
| Returns for 1 year | 14.76 | 17.14 | 86% |
| Returns for 3 years | 1.21 | -11.87 | -10% |
| Returns for 5 years | 48.01 | 22.14 | 217% |
| Returns for 10 years | 74.76 | 37.47 | 200% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers