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PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$57.53
Change-$0.67 (-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
PKSFX vs VSMAX Comparison Chart in %
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PKSFX 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 PKSFX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. PKSFX (2.18B). VSMAX pays higher dividends than PKSFX: VSMAX (1.37) vs PKSFX (0.20). 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). VSMAX is a more actively managed with annual turnover of: 13.00 vs. PKSFX (5.00). 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 : 9.17 vs. PKSFX (2.20). VSMAX return over 5 years is better than : 57.73 vs. PKSFX (33.81).
| 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 | 1.018 | 2.517 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 154B | 1% |
| Annual Yield % from dividends | 0.20 | 1.37 | 15% |
| Returns for 1 year | 2.20 | 9.17 | 24% |
| Returns for 3 years | 22.89 | 20.48 | 112% |
| Returns for 5 years | 33.81 | 57.73 | 59% |
| Returns for 10 years | 141.33 | 113.12 | 125% |
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