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PXQSX vs VEXPX
PXQSX vs VEXPX Comparison
Open Charts PXQSX vs VEXPX
Virtus KAR Small-Cap Value I
Price$26.09
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets797.04M
PXQSX vs VEXPX Comparison Chart in %
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PXQSX vs. VEXPX commentary
Sep 08, 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 PXQSX is a Hold and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. PXQSX (797M). PXQSX pays higher dividends than VEXPX: PXQSX (0.70) vs VEXPX (0.39). PXQSX was incepted earlier than VEXPX: PXQSX (19 years) vs VEXPX (58 years). PXQSX (0.96) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. PXQSX (6.00). VEXPX has a lower initial minimum investment than PXQSX: VEXPX (3000) vs PXQSX (100000). PXQSX annual gain was more profitable for investors over the last year : 5.46 vs. VEXPX (3.04). PXQSX return over 5 years is better than : 29.45 vs. VEXPX (12.59).
| PXQSX | VEXPX | PXQSX / VEXPX | |
| Total Expense Ratio | 0.96 | 0.44 | 218% |
| Annual Report Gross Expense Ratio | 0.96 | 0.44 | 218% |
| Fund Existence | 19 years | 58 years | - |
| Gain YTD | 2.434 | 5.159 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 20.5B | 4% |
| Annual Yield % from dividends | 0.70 | 0.39 | 182% |
| Returns for 1 year | 5.46 | 3.04 | 180% |
| Returns for 3 years | 21.31 | 22.53 | 95% |
| Returns for 5 years | 29.45 | 12.59 | 234% |
| Returns for 10 years | 93.59 | 31.73 | 295% |
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