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PQSAX vs VEXPX
PQSAX vs VEXPX Comparison
Open Charts PQSAX vs VEXPX
Virtus KAR Small-Cap Value A
Price$24.93
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets756.33M
PQSAX vs VEXPX Comparison Chart in %
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PQSAX vs. VEXPX commentary
Sep 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 PQSAX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. PQSAX (756M). PQSAX pays higher dividends than VEXPX: PQSAX (0.46) vs VEXPX (0.39). 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 : -1.58 vs. PQSAX (-4.42). PQSAX return over 5 years is better than : 28.98 vs. VEXPX (13.68).
| 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 | -1.850 | 4.863 | -38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 20.5B | 4% |
| Annual Yield % from dividends | 0.46 | 0.39 | 119% |
| Returns for 1 year | -4.42 | -1.58 | 281% |
| Returns for 3 years | 24.25 | 31.61 | 77% |
| Returns for 5 years | 28.98 | 13.68 | 212% |
| Returns for 10 years | 86.53 | 42.38 | 204% |
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