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PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$52.17
Change-$2.91 (-5.28%)
VolumeN/A
Net Assets1.96B
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
PKSFX vs VSMAX Comparison Chart in %
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PKSFX vs. VSMAX commentary
Feb 04, 2026
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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. PKSFX (1.96B). VSMAX pays higher dividends than PKSFX: VSMAX (1.27) vs PKSFX (0.48). PKSFX was incepted earlier than VSMAX: PKSFX (29 years) vs VSMAX (25 years). PKSFX (1.01) is less costly to investors than VSMAX (0.05). PKSFX (13.00) and VSMAX (13.00) have comparable annual turnover. VSMAX has a lower initial minimum investment than PKSFX: VSMAX (3000) vs PKSFX (100000). VSMAX annual gain was more profitable for investors over the last year : 10.71 vs. PKSFX (-8.64). VSMAX return over 5 years is better than : 31.93 vs. PKSFX (9.83).
| PKSFX | VSMAX | PKSFX / VSMAX | |
| Total Expense Ratio | 1.01 | 0.05 | 2,020% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 7.235 | 5.535 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 162B | 1% |
| Annual Yield % from dividends | 0.48 | 1.27 | 38% |
| Returns for 1 year | -8.64 | 10.71 | -81% |
| Returns for 3 years | 15.30 | 33.11 | 46% |
| Returns for 5 years | 9.83 | 31.93 | 31% |
| Returns for 10 years | 168.51 | 186.87 | 90% |
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