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VEXPX vs VQSRX
VEXPX vs VQSRX Comparison
Open Charts VEXPX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$23.83
Change-$0.31 (-1.28%)
VolumeN/A
Net Assets660.77M
VEXPX vs VQSRX Comparison Chart in %
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VEXPX vs. VQSRX 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 VEXPX is a Buy and VQSRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. VQSRX (661M). VQSRX pays higher dividends than VEXPX: VQSRX (0.76) vs VEXPX (0.38). VEXPX was incepted earlier than VQSRX: VEXPX (58 years) vs VQSRX (9 years). VQSRX (0.90) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. VQSRX (6.00). VEXPX has a lower initial minimum investment than VQSRX: VEXPX (3000) vs VQSRX (2500000). VEXPX annual gain was more profitable for investors over the last year : -4.98 vs. VQSRX (-15.66). VQSRX return over 5 years is better than : 7.95 vs. VEXPX (1.25).
| VEXPX | VQSRX | VEXPX / VQSRX | |
| Total Expense Ratio | 0.44 | 0.90 | 49% |
| Annual Report Gross Expense Ratio | 0.44 | 0.90 | 49% |
| Fund Existence | 58 years | 9 years | - |
| Gain YTD | 6.620 | -5.592 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 661M | 3,101% |
| Annual Yield % from dividends | 0.38 | 0.76 | 50% |
| Returns for 1 year | -4.98 | -15.66 | 32% |
| Returns for 3 years | 19.54 | 5.05 | 387% |
| Returns for 5 years | 1.25 | 7.95 | 16% |
| Returns for 10 years | 38.39 | N/A | - |
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