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PKSFX vs VSCPX
PKSFX vs VSCPX Comparison
Open Charts PKSFX vs VSCPX
Virtus KAR Small-Cap Core I
Price$54.10
Change-$0.87 (-1.58%)
VolumeN/A
Net Assets2.06B
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
PKSFX vs VSCPX Comparison Chart
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PKSFX vs. VSCPX commentary
Jun 16, 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 PKSFX is a Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. PKSFX (2.06B). VSCPX pays higher dividends than PKSFX: VSCPX (1.50) vs PKSFX (0.21). PKSFX was incepted earlier than VSCPX: PKSFX (29 years) vs VSCPX (15 years). PKSFX (1.01) is less costly to investors than VSCPX (0.03). VSCPX is a more actively managed with annual turnover of: 13.00 vs. PKSFX (5.00). PKSFX has a lower initial minimum investment than VSCPX: PKSFX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.23 vs. PKSFX (1.89). VSCPX return over 5 years is better than : 63.41 vs. PKSFX (39.42).
| PKSFX | VSCPX | PKSFX / VSCPX | |
| Total Expense Ratio | 1.01 | 0.03 | 3,367% |
| Annual Report Gross Expense Ratio | 1.01 | 0.03 | 3,367% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | -5.004 | -4.355 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 148B | 1% |
| Annual Yield % from dividends | 0.21 | 1.50 | 14% |
| Returns for 1 year | 1.89 | 5.23 | 36% |
| Returns for 3 years | 36.34 | 31.39 | 116% |
| Returns for 5 years | 39.42 | 63.41 | 62% |
| Returns for 10 years | 107.53 | 93.45 | 115% |
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