Ad is loading...
VEXPX vs VQSRX
VEXPX vs VQSRX Comparison
Open Charts VEXPX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$25.50
Change-$0.43 (-1.66%)
VolumeN/A
Net Assets807.46M
VEXPX vs VQSRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VEXPX vs. VQSRX commentary
Feb 23, 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: 22.9B vs. VQSRX (807M). VQSRX pays higher dividends than VEXPX: VQSRX (0.81) vs VEXPX (0.48). VEXPX was incepted earlier than VQSRX: VEXPX (57 years) vs VQSRX (8 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. VQSRX (11.00). 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 : 4.41 vs. VEXPX (0.58). VQSRX return over 5 years is better than : 30.92 vs. VEXPX (6.78).
| VEXPX | VQSRX | VEXPX / VQSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 57 years | 8 years | - |
| Gain YTD | -0.661 | -0.274 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 807M | 2,838% |
| Annual Yield % from dividends | 0.48 | 0.81 | 60% |
| Returns for 1 year | 0.58 | 4.41 | 13% |
| Returns for 3 years | 3.23 | 3.54 | 91% |
| Returns for 5 years | 6.78 | 30.92 | 22% |
| Returns for 10 years | 17.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GIRLX | 12.92 | -0.10 | -0.77% |
| Goldman Sachs Intl Sm Cp Insghts Inv | |||
| TFEQX | 11.12 | -0.09 | -0.80% |
| Templeton Instl Intl Eq Ser Primary | |||
| RWMEX | 63.64 | -0.88 | -1.36% |
| American Funds Washington Mutual R4 | |||
| LMCPX | 32.80 | -0.65 | -1.94% |
| Lord Abbett Mid Cap Stock P | |||
| AGAWX | 11.05 | -1.36 | -10.96% |
| Allspring Global Long/Short Equity R6 | |||