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VEXPX vs VQSRX
VEXPX vs VQSRX Comparison
Open Charts VEXPX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$23.68
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets655.25M
VEXPX vs VQSRX Comparison Chart in %
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VEXPX vs. VQSRX commentary
Dec 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 VEXPX is a Hold and VQSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.7B vs. VQSRX (655M). VQSRX pays higher dividends than VEXPX: VQSRX (0.76) vs VEXPX (0.37). 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 : -5.86 vs. VQSRX (-9.13). VQSRX return over 5 years is better than : -2.13 vs. VEXPX (-9.82).
| 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 | 1.862 | -7.391 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7B | 655M | 3,160% |
| Annual Yield % from dividends | 0.37 | 0.76 | 49% |
| Returns for 1 year | -5.86 | -9.13 | 64% |
| Returns for 3 years | 26.81 | 13.62 | 197% |
| Returns for 5 years | -9.82 | -2.13 | 462% |
| Returns for 10 years | 43.59 | N/A | - |
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