Interact to see
Advertisement
Advertisement
VQSRX vs VSGIX
VQSRX vs VSGIX Comparison
Open Charts VQSRX vs VSGIX
Virtus KAR Small-Cap Value R6
Price$25.43
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets773.97M
Vanguard Small Cap Growth Index I
Price$84.57
Change+$0.17 (+0.20%)
VolumeN/A
Net Assets38.63B
VQSRX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VQSRX vs. VSGIX commentary
Sep 17, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. VQSRX (774M). VQSRX pays higher dividends than VSGIX: VQSRX (0.70) vs VSGIX (0.52). VQSRX was incepted earlier than VSGIX: VQSRX (9 years) vs VSGIX (25 years). VQSRX (0.90) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. VQSRX (6.00). VQSRX has a lower initial minimum investment than VSGIX: VQSRX (2500000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 15.07 vs. VQSRX (-0.02). VSGIX return over 5 years is better than : 41.89 vs. VQSRX (29.61).
| VQSRX | VSGIX | VQSRX / VSGIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 0.90 | 0.06 | 1,500% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -0.235 | 7.131 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 38.6B | 2% |
| Annual Yield % from dividends | 0.70 | 0.52 | 134% |
| Returns for 1 year | -0.02 | 15.07 | -0% |
| Returns for 3 years | 20.09 | 42.63 | 47% |
| Returns for 5 years | 29.61 | 41.89 | 71% |
| Returns for 10 years | N/A | 143.33 | - |