VSCRX
Price
$57.62
Change
+$0.27 (+0.47%)
Updated
Jul 3 closing price
Net Assets
2.18B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$57.62
Change+$0.27 (+0.47%)
VolumeN/A
Net Assets2.18B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
VSCRX vs VSMAX Comparison Chart in %
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VSCRX vs. VSMAX commentary
Jul 06, 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 StrongBuy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. VSCRX (2.18B). 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 : 12.25 vs. VSCRX (7.92). VSMAX return over 5 years is better than : 69.54 vs. VSCRX (47.65).
VSCRXVSMAXVSCRX / VSMAX
Total Expense Ratio0.920.051,840%
Annual Report Gross Expense Ratio0.920.051,840%
Fund Existence11 years25 years-
Gain YTD0.7341.44751%
Front LoadN/AN/A-
Min. Initial Investment2500000300083,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.18B148B1%
Annual Yield % from dividends0.341.4024%
Returns for 1 year7.9212.2565%
Returns for 3 years38.8037.95102%
Returns for 5 years47.6569.5469%
Returns for 10 years138.00109.34126%
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