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PQSAX vs VSGIX
PQSAX vs VSGIX Comparison
Open Charts PQSAX vs VSGIX
Virtus KAR Small-Cap Value A
Price$28.59
Change-$0.25 (-0.87%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$81.87
Change-$0.93 (-1.12%)
VolumeN/A
CapitalizationN/A
PQSAX vs VSGIX Comparison Chart
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PQSAX vs. VSGIX commentary
Nov 13, 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 Buy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. PQSAX (869M). VSGIX pays higher dividends than PQSAX: VSGIX (0.67) vs PQSAX (0.47). PQSAX was incepted earlier than VSGIX: PQSAX (18 years) vs VSGIX (24 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 : 42.25 vs. PQSAX (33.87). VSGIX return over 5 years is better than : 54.57 vs. PQSAX (51.17).
| PQSAX | VSGIX | PQSAX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 17.848 | 20.561 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 35.8B | 2% |
| Annual Yield % from dividends | 0.47 | 0.67 | 70% |
| Returns for 1 year | 33.87 | 42.25 | 80% |
| Returns for 3 years | -4.45 | -3.22 | 138% |
| Returns for 5 years | 51.17 | 54.57 | 94% |
| Returns for 10 years | 79.08 | 140.29 | 56% |
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