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VEXPX vs VQSRX
VEXPX vs VQSRX Comparison
Open Charts VEXPX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$24.77
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets776.02M
VEXPX vs VQSRX Comparison Chart in %
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VEXPX vs. VQSRX commentary
Jun 20, 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 Buy and VQSRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. VQSRX (776M). VQSRX pays higher dividends than VEXPX: VQSRX (0.73) vs VEXPX (0.42). VEXPX was incepted earlier than VQSRX: VEXPX (58 years) vs VQSRX (9 years). VQSRX (0.90) is less costly to investors than VEXPX (0.44). 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 : 4.27 vs. VEXPX (-3.37). VQSRX return over 5 years is better than : 34.55 vs. VEXPX (9.89).
| VEXPX | VQSRX | VEXPX / VQSRX | |
| Total Expense Ratio | 0.44 | 0.90 | 49% |
| Annual Report Gross Expense Ratio | 0.44 | 0.90 | 49% |
| Fund Existence | 58 years | 9 years | - |
| Gain YTD | -3.967 | -3.129 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 776M | 2,500% |
| Annual Yield % from dividends | 0.42 | 0.73 | 58% |
| Returns for 1 year | -3.37 | 4.27 | -79% |
| Returns for 3 years | 20.32 | 21.72 | 94% |
| Returns for 5 years | 9.89 | 34.55 | 29% |
| Returns for 10 years | 9.22 | N/A | - |
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