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VEXRX vs VQSRX
VEXRX vs VQSRX Comparison
Open Charts VEXRX vs VQSRX
Virtus KAR Small-Cap Value R6
Price$23.78
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets758.65M
VEXRX vs VQSRX Comparison Chart
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VEXRX vs. VQSRX commentary
May 02, 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 VEXRX is a Buy and VQSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. VQSRX (759M). VQSRX pays higher dividends than VEXRX: VQSRX (0.77) vs VEXRX (0.57). VEXRX was incepted earlier than VQSRX: VEXRX (23 years) vs VQSRX (9 years). VQSRX (0.90) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. VQSRX (6.00). VEXRX has a lower initial minimum investment than VQSRX: VEXRX (50000) vs VQSRX (2500000). VQSRX annual gain was more profitable for investors over the last year : 2.15 vs. VEXRX (-7.78). VQSRX return over 5 years is better than : 48.26 vs. VEXRX (19.49).
| VEXRX | VQSRX | VEXRX / VQSRX | |
| Total Expense Ratio | 0.33 | 0.90 | 37% |
| Annual Report Gross Expense Ratio | 0.33 | 0.90 | 37% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -10.613 | -7.391 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 2500000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 759M | 2,609% |
| Annual Yield % from dividends | 0.57 | 0.77 | 74% |
| Returns for 1 year | -7.78 | 2.15 | -361% |
| Returns for 3 years | -2.93 | 2.92 | -101% |
| Returns for 5 years | 19.49 | 48.26 | 40% |
| Returns for 10 years | 5.01 | N/A | - |
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