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VQSRX vs VSGIX
VQSRX vs VSGIX Comparison
Open Charts VQSRX vs VSGIX
Virtus KAR Small-Cap Value R6
Price$23.83
Change-$0.31 (-1.28%)
VolumeN/A
Net Assets660.77M
Vanguard Small Cap Growth Index I
Price$82.18
Change-$2.84 (-3.34%)
VolumeN/A
Net Assets39.74B
VQSRX vs VSGIX Comparison Chart in %
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VQSRX vs. VSGIX 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 VQSRX is a Buy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. VQSRX (661M). VQSRX pays higher dividends than VSGIX: VQSRX (0.76) vs VSGIX (0.55). VQSRX was incepted earlier than VSGIX: VQSRX (9 years) vs VSGIX (25 years). VQSRX (0.90) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. VQSRX (6.00). VQSRX has a lower initial minimum investment than VSGIX: VQSRX (2500000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 4.02 vs. VQSRX (-15.66). VSGIX return over 5 years is better than : 27.70 vs. VQSRX (7.95).
| VQSRX | VSGIX | VQSRX / VSGIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 0.90 | 0.06 | 1,500% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -5.592 | 7.958 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 39.7B | 2% |
| Annual Yield % from dividends | 0.76 | 0.55 | 137% |
| Returns for 1 year | -15.66 | 4.02 | -390% |
| Returns for 3 years | 5.05 | 41.29 | 12% |
| Returns for 5 years | 7.95 | 27.70 | 29% |
| Returns for 10 years | N/A | 155.49 | - |
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