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VSCRX vs VSMAX
VSCRX vs VSMAX Comparison
Open Charts VSCRX vs VSMAX
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.
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).
| VSCRX | VSMAX | VSCRX / VSMAX | |
| Total Expense Ratio | 0.92 | 0.05 | 1,840% |
| Annual Report Gross Expense Ratio | 0.92 | 0.05 | 1,840% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 1.049 | 2.804 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 153B | 1% |
| Annual Yield % from dividends | 0.34 | 1.40 | 24% |
| Returns for 1 year | 1.37 | 8.49 | 16% |
| Returns for 3 years | 34.22 | 34.27 | 100% |
| Returns for 5 years | 42.65 | 66.87 | 64% |
| Returns for 10 years | 140.21 | 115.21 | 122% |
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