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VEXPX vs VQSRX
VEXPX vs VQSRX Comparison
Open Charts VEXPX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$28.24
Change-$0.13 (-0.46%)
VolumeN/A
CapitalizationN/A
VEXPX vs VQSRX Comparison Chart
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VEXPX vs. VQSRX commentary
Nov 18, 2024
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 StrongSell and VQSRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22B vs. VQSRX (842M). 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 (26.51) and VEXPX (26.37) have marching annual gain over last year. VQSRX return over 5 years is better than : 50.47 vs. VEXPX (18.38).
| 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 | 12.535 | 15.785 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22B | 842M | 2,613% |
| Annual Yield % from dividends | 0.48 | 0.81 | 60% |
| Returns for 1 year | 26.37 | 26.51 | 99% |
| Returns for 3 years | -20.62 | -5.13 | 402% |
| Returns for 5 years | 18.38 | 50.47 | 36% |
| Returns for 10 years | 18.56 | N/A | - |
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