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PXQSX vs VEXRX
PXQSX vs VEXRX Comparison
Open Charts PXQSX vs VEXRX
Virtus KAR Small-Cap Value I
Price$26.07
Change-$0.39 (-1.47%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$114.22
Change-$0.76 (-0.66%)
VolumeN/A
CapitalizationN/A
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PXQSX vs VEXRX Comparison Chart
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PXQSX vs. VEXRX commentary
Sep 21, 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 PXQSX is a Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.6B vs. PXQSX (784M). PXQSX (0.59) and VEXRX (0.58) have matching dividends . PXQSX was incepted earlier than VEXRX: PXQSX (18 years) vs VEXRX (23 years). VEXRX is a more actively managed with annual turnover of: 40.00 vs. PXQSX (11.00). VEXRX has a lower initial minimum investment than PXQSX: VEXRX (50000) vs PXQSX (100000). VEXRX annual gain was more profitable for investors over the last year : 22.97 vs. PXQSX (18.64). PXQSX return over 5 years is better than : 45.58 vs. VEXRX (20.98).
| PXQSX | VEXRX | PXQSX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 6.620 | 11.382 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 22.6B | 3% |
| Annual Yield % from dividends | 0.59 | 0.58 | 102% |
| Returns for 1 year | 18.64 | 22.97 | 81% |
| Returns for 3 years | -3.68 | -15.06 | 24% |
| Returns for 5 years | 45.58 | 20.98 | 217% |
| Returns for 10 years | 74.77 | 20.61 | 363% |