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VQSRX vs VSGAX
VQSRX vs VSGAX Comparison
Open Charts VQSRX vs VSGAX
Virtus KAR Small-Cap Value R6
Price$26.15
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets816.34M
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
VQSRX vs VSGAX Comparison Chart in %
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VQSRX vs. VSGAX 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 VQSRX is a Buy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. VQSRX (816M). VQSRX pays higher dividends than VSGAX: VQSRX (0.72) vs VSGAX (0.54). VQSRX was incepted earlier than VSGAX: VQSRX (9 years) vs VSGAX (14 years). VQSRX (0.90) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 21.00 vs. VQSRX (6.00). VSGAX has a lower initial minimum investment than VQSRX: VSGAX (3000) vs VQSRX (2500000). VSGAX annual gain was more profitable for investors over the last year : 12.95 vs. VQSRX (11.57). VSGAX (40.75) and VQSRX (40.27) have equivalent 5 years return.
| VQSRX | VSGAX | VQSRX / VSGAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.268 | 0.619 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 35B | 2% |
| Annual Yield % from dividends | 0.72 | 0.54 | 133% |
| Returns for 1 year | 11.57 | 12.95 | 89% |
| Returns for 3 years | 22.88 | 41.87 | 55% |
| Returns for 5 years | 40.27 | 40.75 | 99% |
| Returns for 10 years | N/A | 116.41 | - |
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