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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$47.89
Change+$0.91 (+1.94%)
VolumeN/A
Net Assets1.95B
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
PKSAX vs VSMAX Comparison Chart in %
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PKSAX vs. VSMAX commentary
Feb 05, 2026
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 PKSAX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. PKSAX (1.95B). VSMAX pays higher dividends than PKSAX: VSMAX (1.27) vs PKSAX (0.41). PKSAX was incepted earlier than VSMAX: PKSAX (23 years) vs VSMAX (25 years). PKSAX (1.27) is less costly to investors than VSMAX (0.05). PKSAX (13.00) and VSMAX (13.00) have comparable annual turnover. PKSAX has a lower initial minimum investment than VSMAX: PKSAX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 10.71 vs. PKSAX (-10.08). VSMAX return over 5 years is better than : 31.93 vs. PKSAX (4.88).
| PKSAX | VSMAX | PKSAX / VSMAX | |
| Total Expense Ratio | 1.27 | 0.05 | 2,540% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 7.211 | 5.535 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 162B | 1% |
| Annual Yield % from dividends | 0.41 | 1.27 | 32% |
| Returns for 1 year | -10.08 | 10.71 | -94% |
| Returns for 3 years | 12.15 | 33.11 | 37% |
| Returns for 5 years | 4.88 | 31.93 | 15% |
| Returns for 10 years | 150.08 | 186.87 | 80% |
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