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PXQSX vs VEXPX
PXQSX vs VEXPX Comparison
Open Charts PXQSX vs VEXPX
Virtus KAR Small-Cap Value I
Price$26.03
Change+$0.20 (+0.77%)
VolumeN/A
Net Assets816.34M
PXQSX vs VEXPX Comparison Chart in %
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PXQSX vs. VEXPX 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 PXQSX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. PXQSX (816M). PXQSX pays higher dividends than VEXPX: PXQSX (0.72) vs VEXPX (0.40). PXQSX was incepted earlier than VEXPX: PXQSX (19 years) vs VEXPX (58 years). PXQSX (0.96) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. PXQSX (6.00). VEXPX has a lower initial minimum investment than PXQSX: VEXPX (3000) vs PXQSX (100000). PXQSX annual gain was more profitable for investors over the last year : 11.43 vs. VEXPX (1.30). PXQSX return over 5 years is better than : 39.66 vs. VEXPX (13.29).
| PXQSX | VEXPX | PXQSX / VEXPX | |
| Total Expense Ratio | 0.96 | 0.44 | 218% |
| Annual Report Gross Expense Ratio | 0.96 | 0.44 | 218% |
| Fund Existence | 19 years | 58 years | - |
| Gain YTD | 2.199 | 0.739 | 297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 19.4B | 4% |
| Annual Yield % from dividends | 0.72 | 0.40 | 178% |
| Returns for 1 year | 11.43 | 1.30 | 877% |
| Returns for 3 years | 22.48 | 20.99 | 107% |
| Returns for 5 years | 39.66 | 13.29 | 299% |
| Returns for 10 years | 81.23 | 18.24 | 445% |
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