Ad is loading...
PQSAX vs VISGX
PQSAX vs VISGX Comparison
Open Charts PQSAX vs VISGX
Virtus KAR Small-Cap Value A
Price$23.44
Change-$1.37 (-5.52%)
VolumeN/A
Net Assets798.21M
Vanguard Small Cap Growth Index I
Price$67.50
Change-$4.81 (-6.65%)
VolumeN/A
Net Assets36.81B
PQSAX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PQSAX vs. VISGX 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. PQSAX (798M). PQSAX pays higher dividends than VISGX: PQSAX (0.49) vs VISGX (0.46). PQSAX was incepted earlier than VISGX: PQSAX (19 years) vs VISGX (27 years). PQSAX (1.21) is less costly to investors than VISGX (0.19). VISGX is a more actively managed with annual turnover of: 19.00 vs. PQSAX (6.00). PQSAX has a lower initial minimum investment than VISGX: PQSAX (2500) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 1.00 vs. PQSAX (0.90). VISGX return over 5 years is better than : 84.92 vs. PQSAX (78.73).
| PQSAX | VISGX | PQSAX / VISGX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -2.323 | -8.114 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 36.8B | 2% |
| Annual Yield % from dividends | 0.49 | 0.46 | 106% |
| Returns for 1 year | 0.90 | 1.00 | 89% |
| Returns for 3 years | 0.96 | 2.11 | 46% |
| Returns for 5 years | 78.73 | 84.92 | 93% |
| Returns for 10 years | 56.29 | 95.21 | 59% |
View a ticker or compare two or three
VS
VS
Ad is loading...