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VEXPX vs VQSRX
VEXPX vs VQSRX Comparison
Open Charts VEXPX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$23.03
Change-$0.31 (-1.33%)
VolumeN/A
Net Assets747.9M
VEXPX vs VQSRX Comparison Chart
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VEXPX vs. VQSRX commentary
Apr 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 VEXPX is a Hold and VQSRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. VQSRX (748M). VQSRX pays higher dividends than VEXPX: VQSRX (0.75) vs VEXPX (0.44). VEXPX was incepted earlier than VQSRX: VEXPX (57 years) vs VQSRX (8 years). VQSRX (0.90) is less costly to investors than VEXPX (0.45). VEXPX is a more actively managed with annual turnover of: 35.00 vs. VQSRX (6.00). VEXPX has a lower initial minimum investment than VQSRX: VEXPX (3000) vs VQSRX (2500000). VQSRX annual gain was more profitable for investors over the last year : 1.03 vs. VEXPX (-11.25). VQSRX return over 5 years is better than : 49.96 vs. VEXPX (16.89).
| VEXPX | VQSRX | VEXPX / VQSRX | |
| Total Expense Ratio | 0.45 | 0.90 | 50% |
| Annual Report Gross Expense Ratio | 0.45 | 0.90 | 50% |
| Fund Existence | 57 years | 8 years | - |
| Gain YTD | -14.128 | -8.721 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 748M | 2,647% |
| Annual Yield % from dividends | 0.44 | 0.75 | 58% |
| Returns for 1 year | -11.25 | 1.03 | -1,088% |
| Returns for 3 years | -11.93 | -0.88 | 1,349% |
| Returns for 5 years | 16.89 | 49.96 | 34% |
| Returns for 10 years | 0.12 | N/A | - |
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