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VEXPX vs VQSRX
VEXPX vs VQSRX Comparison
Open Charts VEXPX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$24.64
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets782.72M
VEXPX vs VQSRX Comparison Chart
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VEXPX vs. VQSRX commentary
May 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. VQSRX (783M). VQSRX pays higher dividends than VEXPX: VQSRX (0.77) vs VEXPX (0.44). VEXPX was incepted earlier than VQSRX: VEXPX (57 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 : 1.93 vs. VEXPX (-8.57). VQSRX return over 5 years is better than : 45.76 vs. VEXPX (14.19).
| VEXPX | VQSRX | VEXPX / VQSRX | |
| Total Expense Ratio | 0.44 | 0.90 | 49% |
| Annual Report Gross Expense Ratio | 0.44 | 0.90 | 49% |
| Fund Existence | 57 years | 9 years | - |
| Gain YTD | -7.951 | -3.637 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 783M | 2,414% |
| Annual Yield % from dividends | 0.44 | 0.77 | 57% |
| Returns for 1 year | -8.57 | 1.93 | -445% |
| Returns for 3 years | 8.90 | 12.41 | 72% |
| Returns for 5 years | 14.19 | 45.76 | 31% |
| Returns for 10 years | 8.57 | N/A | - |
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