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PQSAX vs VEXPX
PQSAX vs VEXPX Comparison
Open Charts PQSAX vs VEXPX
Virtus KAR Small-Cap Value A
Price$24.11
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets728.39M
PQSAX vs VEXPX Comparison Chart in %
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PQSAX vs. VEXPX commentary
Oct 21, 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 PQSAX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.6B vs. PQSAX (728M). PQSAX pays higher dividends than VEXPX: PQSAX (0.48) vs VEXPX (0.38). PQSAX was incepted earlier than VEXPX: PQSAX (19 years) vs VEXPX (58 years). PQSAX (1.21) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. PQSAX (6.00). PQSAX has a lower initial minimum investment than VEXPX: PQSAX (2500) vs VEXPX (3000). VEXPX annual gain was more profitable for investors over the last year : -3.30 vs. PQSAX (-9.97). PQSAX return over 5 years is better than : 15.49 vs. VEXPX (3.49).
| PQSAX | VEXPX | PQSAX / VEXPX | |
| Total Expense Ratio | 1.21 | 0.44 | 275% |
| Annual Report Gross Expense Ratio | 1.21 | 0.44 | 275% |
| Fund Existence | 19 years | 58 years | - |
| Gain YTD | -5.079 | 4.672 | -109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 728M | 20.6B | 4% |
| Annual Yield % from dividends | 0.48 | 0.38 | 126% |
| Returns for 1 year | -9.97 | -3.30 | 302% |
| Returns for 3 years | 13.62 | 25.83 | 53% |
| Returns for 5 years | 15.49 | 3.49 | 444% |
| Returns for 10 years | 71.38 | 34.37 | 208% |
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