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VQSRX vs VSGAX
VQSRX vs VSGAX Comparison
Open Charts VQSRX vs VSGAX
Virtus KAR Small-Cap Value R6
Price$25.84
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets801.64M
Vanguard Small Cap Growth Index Admiral
Price$100.94
Change+$0.72 (+0.72%)
VolumeN/A
Net Assets36.92B
VQSRX vs VSGAX Comparison Chart in %
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VQSRX vs. VSGAX commentary
Jul 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 VQSRX is a Hold and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. VQSRX (802M). 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 : 12.32 vs. VQSRX (1.35). VSGAX return over 5 years is better than : 40.33 vs. VQSRX (33.60).
| 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 | 1.056 | 2.611 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 802M | 36.9B | 2% |
| Annual Yield % from dividends | 0.72 | 0.54 | 133% |
| Returns for 1 year | 1.35 | 12.32 | 11% |
| Returns for 3 years | 17.47 | 38.30 | 46% |
| Returns for 5 years | 33.60 | 40.33 | 83% |
| Returns for 10 years | N/A | 121.74 | - |
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