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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$53.48
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets2.21B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
PKSAX vs VSMAX Comparison Chart in %
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PKSAX vs. VSMAX commentary
Sep 08, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. PKSAX (2.21B). VSMAX pays higher dividends than PKSAX: VSMAX (1.31) vs PKSAX (0.05). 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 : 13.64 vs. PKSAX (3.86). VSMAX return over 5 years is better than : 66.80 vs. PKSAX (34.11).
| 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 | 2.688 | 6.527 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 161B | 1% |
| Annual Yield % from dividends | 0.05 | 1.31 | 4% |
| Returns for 1 year | 3.86 | 13.64 | 28% |
| Returns for 3 years | 35.56 | 39.35 | 90% |
| Returns for 5 years | 34.11 | 66.80 | 51% |
| Returns for 10 years | 137.46 | 132.90 | 103% |
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