VSCRX
Price
$57.80
Change
+$0.42 (+0.73%)
Updated
Jul 25 closing price
Net Assets
2.19B
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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VSCRX vs VSMAX

Header iconVSCRX vs VSMAX Comparison
Open Charts VSCRX vs VSMAXBanner chart's image
Virtus KAR Small-Cap Core R6
Price$57.80
Change+$0.42 (+0.73%)
VolumeN/A
Net Assets2.19B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
VSCRX vs VSMAX Comparison Chart in %
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VSCRX vs. VSMAX commentary
Jul 27, 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 VSCRX is a Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. VSCRX (2.19B). VSMAX pays higher dividends than VSCRX: VSMAX (1.40) vs VSCRX (0.34). VSCRX was incepted earlier than VSMAX: VSCRX (11 years) vs VSMAX (25 years). VSCRX (0.92) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. VSCRX (5.00). VSMAX has a lower initial minimum investment than VSCRX: VSMAX (3000) vs VSCRX (2500000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. VSCRX (1.37). VSMAX return over 5 years is better than : 66.87 vs. VSCRX (42.65).
VSCRXVSMAXVSCRX / VSMAX
Total Expense Ratio0.920.051,840%
Annual Report Gross Expense Ratio0.920.051,840%
Fund Existence11 years25 years-
Gain YTD1.0492.80437%
Front LoadN/AN/A-
Min. Initial Investment2500000300083,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.19B153B1%
Annual Yield % from dividends0.341.4024%
Returns for 1 year1.378.4916%
Returns for 3 years34.2234.27100%
Returns for 5 years42.6566.8764%
Returns for 10 years140.21115.21122%
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