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PKSAX vs VSMAX
PKSAX vs VSMAX Comparison
Open Charts PKSAX vs VSMAX
Virtus KAR Small-Cap Core A
Price$52.52
Change-$0.61 (-1.15%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
PKSAX vs VSMAX Comparison Chart in %
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PKSAX vs. VSMAX commentary
Aug 18, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. PKSAX (2.18B). VSMAX pays higher dividends than PKSAX: VSMAX (1.37) 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 : 9.17 vs. PKSAX (1.58). VSMAX return over 5 years is better than : 57.73 vs. PKSAX (28.88).
| 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 | 0.845 | 2.517 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 154B | 1% |
| Annual Yield % from dividends | 0.06 | 1.37 | 4% |
| Returns for 1 year | 1.58 | 9.17 | 17% |
| Returns for 3 years | 20.53 | 20.48 | 100% |
| Returns for 5 years | 28.88 | 57.73 | 50% |
| Returns for 10 years | 126.80 | 113.12 | 112% |
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