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VEXPX vs VQSRX
VEXPX vs VQSRX Comparison
Open Charts VEXPX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$24.81
Change-$0.23 (-0.92%)
VolumeN/A
Net Assets756.24M
VEXPX vs VQSRX Comparison Chart in %
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VEXPX vs. VQSRX commentary
Oct 09, 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: 20.6B vs. VQSRX (756M). VQSRX pays higher dividends than VEXPX: VQSRX (0.73) vs VEXPX (0.38). 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). VEXPX annual gain was more profitable for investors over the last year : 0.76 vs. VQSRX (-3.14). VQSRX return over 5 years is better than : 23.10 vs. VEXPX (6.12).
| 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 | 6.037 | -2.073 | -291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 756M | 2,725% |
| Annual Yield % from dividends | 0.38 | 0.73 | 52% |
| Returns for 1 year | 0.76 | -3.14 | -24% |
| Returns for 3 years | 29.37 | 23.11 | 127% |
| Returns for 5 years | 6.12 | 23.10 | 26% |
| Returns for 10 years | 34.92 | N/A | - |
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