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VQSRX vs VSGIX
VQSRX vs VSGIX Comparison
Open Charts VQSRX vs VSGIX
Virtus KAR Small-Cap Value R6
Price$26.15
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets816.34M
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
VQSRX vs VSGIX Comparison Chart in %
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VQSRX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. VQSRX (816M). VQSRX pays higher dividends than VSGIX: VQSRX (0.72) 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 : 12.95 vs. VQSRX (11.57). VSGIX (40.73) and VQSRX (40.27) have equivalent 5 years return.
| 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 | 2.268 | 0.607 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 35B | 2% |
| Annual Yield % from dividends | 0.72 | 0.55 | 130% |
| Returns for 1 year | 11.57 | 12.95 | 89% |
| Returns for 3 years | 22.88 | 41.88 | 55% |
| Returns for 5 years | 40.27 | 40.73 | 99% |
| Returns for 10 years | N/A | 116.42 | - |
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