PKSFX
Price
$57.52
Change
+$0.42 (+0.74%)
Updated
Jul 25 closing price
Net Assets
2.19B
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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PKSFX vs VSMAX

Header iconPKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAXBanner chart's image
Virtus KAR Small-Cap Core I
Price$57.52
Change+$0.42 (+0.74%)
VolumeN/A
Net Assets2.19B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
PKSFX vs VSMAX Comparison Chart in %
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VS
PKSFX vs. VSMAX commentary
Jul 28, 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 Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. PKSFX (2.19B). VSMAX pays higher dividends than PKSFX: VSMAX (1.40) 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 : 8.49 vs. PKSFX (1.27). VSMAX return over 5 years is better than : 66.87 vs. PKSFX (41.87).
PKSFXVSMAXPKSFX / VSMAX
Total Expense Ratio1.010.052,020%
Annual Report Gross Expense Ratio1.010.052,020%
Fund Existence29 years25 years-
Gain YTD1.0012.80436%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.19B153B1%
Annual Yield % from dividends0.201.4015%
Returns for 1 year1.278.4915%
Returns for 3 years33.8034.2799%
Returns for 5 years41.8766.8763%
Returns for 10 years137.74115.21120%
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