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PQSAX vs VSGIX
PQSAX vs VSGIX Comparison
Open Charts PQSAX vs VSGIX
Virtus KAR Small-Cap Value A
Price$26.10
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets803.78M
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
PQSAX vs VSGIX Comparison Chart
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PQSAX vs. VSGIX commentary
Jan 19, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. PQSAX (804M). VSGIX pays higher dividends than PQSAX: VSGIX (0.67) vs PQSAX (0.47). PQSAX was incepted earlier than VSGIX: PQSAX (19 years) vs VSGIX (25 years). VSGIX is a more actively managed with annual turnover of: 19.00 vs. PQSAX (11.00). 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 : 25.00 vs. PQSAX (11.18). VSGIX return over 5 years is better than : 41.97 vs. PQSAX (35.65).
| PQSAX | VSGIX | PQSAX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 2.756 | 3.577 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 38.1B | 2% |
| Annual Yield % from dividends | 0.47 | 0.67 | 70% |
| Returns for 1 year | 11.18 | 25.00 | 45% |
| Returns for 3 years | -1.39 | 16.70 | -8% |
| Returns for 5 years | 35.65 | 41.97 | 85% |
| Returns for 10 years | 75.90 | 139.86 | 54% |