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NRGSX vs PQSAX
NRGSX vs PQSAX Comparison
Open Charts NRGSX vs PQSAX
Virtus KAR Small-Cap Value A
Price$23.51
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets654.87M
NRGSX vs PQSAX Comparison Chart in %
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NRGSX vs. PQSAX commentary
Dec 27, 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 NRGSX is a StrongBuy and PQSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.19B vs. PQSAX (655M). PQSAX pays higher dividends than NRGSX: PQSAX (0.50) vs NRGSX (0.07). NRGSX was incepted earlier than PQSAX: NRGSX (13 years) vs PQSAX (20 years). PQSAX (1.21) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 23.00 vs. PQSAX (6.00). NRGSX has a lower initial minimum investment than PQSAX: NRGSX (0) vs PQSAX (2500). PQSAX annual gain was more profitable for investors over the last year : -9.19 vs. NRGSX (-17.45). PQSAX return over 5 years is better than : -3.48 vs. NRGSX (-21.20).
| NRGSX | PQSAX | NRGSX / PQSAX | |
| Total Expense Ratio | 0.74 | 1.21 | 61% |
| Annual Report Gross Expense Ratio | 0.74 | 1.21 | 61% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | -15.960 | -7.441 | 214% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 655M | 1,251% |
| Annual Yield % from dividends | 0.07 | 0.50 | 13% |
| Returns for 1 year | -17.45 | -9.19 | 190% |
| Returns for 3 years | 1.18 | 12.78 | 9% |
| Returns for 5 years | -21.20 | -3.48 | 609% |
| Returns for 10 years | 6.91 | 63.04 | 11% |
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