Interact to see
Advertisement
Advertisement
PKSFX vs VSMAX
PKSFX vs VSMAX Comparison
Open Charts PKSFX vs VSMAX
Virtus KAR Small-Cap Core I
Price$54.13
Change-$0.93 (-1.69%)
VolumeN/A
Net Assets2.01B
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
PKSFX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PKSFX vs. VSMAX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. PKSFX (2.01B). VSMAX pays higher dividends than PKSFX: VSMAX (1.34) 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 : 1.45 vs. PKSFX (-12.32). VSMAX return over 5 years is better than : 48.41 vs. PKSFX (19.52).
| 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 | -3.319 | 6.757 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 162B | 1% |
| Annual Yield % from dividends | 0.21 | 1.34 | 16% |
| Returns for 1 year | -12.32 | 1.45 | -849% |
| Returns for 3 years | 21.39 | 33.26 | 64% |
| Returns for 5 years | 19.52 | 48.41 | 40% |
| Returns for 10 years | 131.35 | 138.28 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement