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VQSRX vs VSGIX
VQSRX vs VSGIX Comparison
Open Charts VQSRX vs VSGIX
Virtus KAR Small-Cap Value R6
Price$25.65
Change-$0.35 (-1.35%)
VolumeN/A
Net Assets788.71M
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
VQSRX vs VSGIX Comparison Chart in %
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VQSRX vs. VSGIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. VQSRX (789M). VQSRX pays higher dividends than VSGIX: VQSRX (0.73) vs VSGIX (0.54). 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 : 12.52 vs. VQSRX (2.61). VSGIX return over 5 years is better than : 34.27 vs. VQSRX (25.32).
| 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 | 0.313 | 2.257 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 37.5B | 2% |
| Annual Yield % from dividends | 0.73 | 0.54 | 134% |
| Returns for 1 year | 2.61 | 12.52 | 21% |
| Returns for 3 years | 5.33 | 21.63 | 25% |
| Returns for 5 years | 25.32 | 34.27 | 74% |
| Returns for 10 years | N/A | 121.03 | - |
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