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VEXPX vs VQSRX
VEXPX vs VQSRX Comparison
Open Charts VEXPX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$24.33
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets727.46M
VEXPX vs VQSRX Comparison Chart in %
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VEXPX vs. VQSRX commentary
Oct 19, 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 Hold and VQSRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.6B vs. VQSRX (727M). VQSRX pays higher dividends than VEXPX: VQSRX (0.73) 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 : -3.30 vs. VQSRX (-9.64). VQSRX return over 5 years is better than : 17.37 vs. VEXPX (3.49).
| 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 | 4.672 | -4.849 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 727M | 2,834% |
| Annual Yield % from dividends | 0.38 | 0.73 | 52% |
| Returns for 1 year | -3.30 | -9.64 | 34% |
| Returns for 3 years | 25.83 | 14.80 | 175% |
| Returns for 5 years | 3.49 | 17.37 | 20% |
| Returns for 10 years | 34.37 | N/A | - |
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