Ad is loading...
PQSAX vs VSGIX
PQSAX vs VSGIX Comparison
Open Charts PQSAX vs VSGIX
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$67.59
Change-$4.82 (-6.66%)
VolumeN/A
Net Assets36.81B
PQSAX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PQSAX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. PQSAX (798M). VSGIX pays higher dividends than PQSAX: VSGIX (0.61) vs PQSAX (0.49). 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: 19.00 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 : 1.07 vs. PQSAX (0.90). VSGIX return over 5 years is better than : 85.29 vs. PQSAX (78.73).
| 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 | -2.323 | -8.106 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 36.8B | 2% |
| Annual Yield % from dividends | 0.49 | 0.61 | 81% |
| Returns for 1 year | 0.90 | 1.07 | 84% |
| Returns for 3 years | 0.96 | 2.23 | 43% |
| Returns for 5 years | 78.73 | 85.29 | 92% |
| Returns for 10 years | 56.29 | 96.11 | 59% |
View a ticker or compare two or three
VS
VS
Ad is loading...