Interact to see
Advertisement
Advertisement
PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$52.51
Change+$0.38 (+0.73%)
VolumeN/A
Net Assets2.19B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
PKSAX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PKSAX vs. VSMAX commentary
Jul 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. PKSAX (2.19B). VSMAX pays higher dividends than PKSAX: VSMAX (1.40) 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 : 8.49 vs. PKSAX (0.63). VSMAX return over 5 years is better than : 66.87 vs. PKSAX (36.61).
| 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 | 0.826 | 2.804 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 153B | 1% |
| Annual Yield % from dividends | 0.06 | 1.40 | 4% |
| Returns for 1 year | 0.63 | 8.49 | 7% |
| Returns for 3 years | 31.19 | 34.27 | 91% |
| Returns for 5 years | 36.61 | 66.87 | 55% |
| Returns for 10 years | 123.30 | 115.21 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers