PKSFX
Price
$57.35
Change
+$0.27 (+0.47%)
Updated
Jul 3 closing price
Net Assets
2.18B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$57.35
Change+$0.27 (+0.47%)
VolumeN/A
Net Assets2.18B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
PKSFX vs VSMAX Comparison Chart in %
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VS
PKSFX vs. VSMAX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. PKSFX (2.18B). 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 : 12.25 vs. PKSFX (7.83). VSMAX return over 5 years is better than : 69.54 vs. PKSFX (46.89).
PKSFXVSMAXPKSFX / VSMAX
Total Expense Ratio1.010.052,020%
Annual Report Gross Expense Ratio1.010.052,020%
Fund Existence29 years25 years-
Gain YTD0.7021.44749%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.18B148B1%
Annual Yield % from dividends0.201.4015%
Returns for 1 year7.8312.2564%
Returns for 3 years38.4137.95101%
Returns for 5 years46.8969.5467%
Returns for 10 years135.70109.34124%
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