Interact to see
Advertisement
Advertisement
VQSRX vs VSGAX
VQSRX vs VSGAX Comparison
Open Charts VQSRX vs VSGAX
Virtus KAR Small-Cap Value R6
Price$25.28
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets780.15M
Vanguard Small Cap Growth Index Admiral
Price$98.52
Change-$0.29 (-0.29%)
VolumeN/A
Net Assets37.46B
VQSRX vs VSGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VQSRX vs. VSGAX commentary
Aug 08, 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 VQSRX is a Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 37.5B vs. VQSRX (780M). VQSRX pays higher dividends than VSGAX: VQSRX (0.73) vs VSGAX (0.53). VQSRX was incepted earlier than VSGAX: VQSRX (9 years) vs VSGAX (14 years). VQSRX (0.90) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 21.00 vs. VQSRX (6.00). VSGAX has a lower initial minimum investment than VQSRX: VSGAX (3000) vs VQSRX (2500000). VSGAX annual gain was more profitable for investors over the last year : 17.08 vs. VQSRX (4.32). VSGAX return over 5 years is better than : 31.01 vs. VQSRX (25.09).
| VQSRX | VSGAX | VQSRX / VSGAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.056 | 0.446 | -237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 37.5B | 2% |
| Annual Yield % from dividends | 0.73 | 0.53 | 136% |
| Returns for 1 year | 4.32 | 17.08 | 25% |
| Returns for 3 years | 7.84 | 23.11 | 34% |
| Returns for 5 years | 25.09 | 31.01 | 81% |
| Returns for 10 years | N/A | 116.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement