Interact to see
Advertisement
Advertisement
VQSRX vs VSGIX
VQSRX vs VSGIX Comparison
Open Charts VQSRX vs VSGIX
Virtus KAR Small-Cap Value R6
Price$26.21
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets797.04M
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
VQSRX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VQSRX vs. VSGIX commentary
Sep 08, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. VQSRX (797M). VQSRX pays higher dividends than VSGIX: VQSRX (0.70) vs VSGIX (0.52). 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 : 18.22 vs. VQSRX (5.56). VSGIX return over 5 years is better than : 42.24 vs. VQSRX (30.03).
| 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 | 2.503 | 6.230 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 38.6B | 2% |
| Annual Yield % from dividends | 0.70 | 0.52 | 134% |
| Returns for 1 year | 5.56 | 18.22 | 31% |
| Returns for 3 years | 21.64 | 42.63 | 51% |
| Returns for 5 years | 30.03 | 42.24 | 71% |
| Returns for 10 years | N/A | 141.96 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers