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PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$49.74
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets1.9B
Vanguard Small Cap Index Admiral Shares
Price$125.96
Change-$0.24 (-0.19%)
VolumeN/A
Net Assets163.34B
PKSFX vs VSMAX Comparison Chart in %
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PKSFX vs. VSMAX commentary
Dec 27, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. PKSFX (1.9B). VSMAX pays higher dividends than PKSFX: VSMAX (1.32) vs PKSFX (0.21). 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 : 7.57 vs. PKSFX (-14.17). VSMAX return over 5 years is better than : 36.24 vs. PKSFX (9.44).
| 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 | -12.660 | 9.638 | -131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 163B | 1% |
| Annual Yield % from dividends | 0.21 | 1.32 | 16% |
| Returns for 1 year | -14.17 | 7.57 | -187% |
| Returns for 3 years | 21.57 | 45.14 | 48% |
| Returns for 5 years | 9.44 | 36.24 | 26% |
| Returns for 10 years | 128.41 | 142.15 | 90% |
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