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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$44.80
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets1.9B
Vanguard Small Cap Index Admiral Shares
Price$125.96
Change-$0.24 (-0.19%)
VolumeN/A
Net Assets163.34B
PKSAX vs VSMAX Comparison Chart in %
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PKSAX vs. VSMAX commentary
Dec 28, 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 PKSAX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. PKSAX (1.9B). VSMAX pays higher dividends than PKSAX: VSMAX (1.32) vs PKSAX (0.06). 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). VSMAX is a more actively managed with annual turnover of: 13.00 vs. PKSAX (5.00). 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 : 7.57 vs. PKSAX (-15.46). VSMAX return over 5 years is better than : 36.24 vs. PKSAX (4.58).
| 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 | -13.978 | 9.638 | -145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 163B | 1% |
| Annual Yield % from dividends | 0.06 | 1.32 | 4% |
| Returns for 1 year | -15.46 | 7.57 | -204% |
| Returns for 3 years | 18.31 | 45.14 | 41% |
| Returns for 5 years | 4.58 | 36.24 | 13% |
| Returns for 10 years | 112.81 | 142.15 | 79% |
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