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PQSAX vs VSGIX
PQSAX vs VSGIX Comparison
Open Charts PQSAX vs VSGIX
Virtus KAR Small-Cap Value A
Price$25.32
Change+$0.25 (+1.00%)
VolumeN/A
Net Assets793.82M
Vanguard Small Cap Growth Index I
Price$76.52
Change+$0.78 (+1.03%)
VolumeN/A
Net Assets34.95B
PQSAX vs VSGIX Comparison Chart
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PQSAX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. PQSAX (794M). VSGIX pays higher dividends than PQSAX: VSGIX (0.58) vs PQSAX (0.48). PQSAX was incepted earlier than VSGIX: PQSAX (19 years) vs VSGIX (25 years). PQSAX (1.21) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. PQSAX (6.00). PQSAX has a lower initial minimum investment than VSGIX: PQSAX (2500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 8.12 vs. PQSAX (6.39). VSGIX return over 5 years is better than : 34.06 vs. PQSAX (30.63).
| PQSAX | VSGIX | PQSAX / VSGIX | |
| Total Expense Ratio | 1.21 | 0.06 | 2,017% |
| Annual Report Gross Expense Ratio | 1.21 | 0.06 | 2,017% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -1.299 | -3.880 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 35B | 2% |
| Annual Yield % from dividends | 0.48 | 0.58 | 83% |
| Returns for 1 year | 6.39 | 8.12 | 79% |
| Returns for 3 years | 8.28 | 23.03 | 36% |
| Returns for 5 years | 30.63 | 34.06 | 90% |
| Returns for 10 years | 64.02 | 105.73 | 61% |
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