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PXQSX vs VEXRX
PXQSX vs VEXRX Comparison
Open Charts PXQSX vs VEXRX
Virtus KAR Small-Cap Value I
Price$23.09
Change+$0.33 (+1.45%)
VolumeN/A
Net Assets732.33M
PXQSX vs VEXRX Comparison Chart
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PXQSX vs. VEXRX commentary
Apr 12, 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. PXQSX (732M). PXQSX pays higher dividends than VEXRX: PXQSX (0.75) vs VEXRX (0.56). PXQSX was incepted earlier than VEXRX: PXQSX (19 years) vs VEXRX (23 years). PXQSX (0.96) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. PXQSX (6.00). VEXRX has a lower initial minimum investment than PXQSX: VEXRX (50000) vs PXQSX (100000). PXQSX annual gain was more profitable for investors over the last year : -4.24 vs. VEXRX (-16.43). PXQSX return over 5 years is better than : 45.65 vs. VEXRX (16.37).
| PXQSX | VEXRX | PXQSX / VEXRX | |
| Total Expense Ratio | 0.96 | 0.34 | 282% |
| Annual Report Gross Expense Ratio | 0.96 | 0.34 | 282% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -10.640 | -16.088 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 19.8B | 4% |
| Annual Yield % from dividends | 0.75 | 0.56 | 133% |
| Returns for 1 year | -4.24 | -16.43 | 26% |
| Returns for 3 years | -2.90 | -13.21 | 22% |
| Returns for 5 years | 45.65 | 16.37 | 279% |
| Returns for 10 years | 46.93 | -2.96 | -1,584% |
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