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VSCIX vs VSCRX
VSCIX vs VSCRX Comparison
Open Charts VSCIX vs VSCRX
Vanguard Small Cap Index I
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Virtus KAR Small-Cap Core R6
Price$55.56
Change+$0.24 (+0.43%)
VolumeN/A
Net Assets2.1B
VSCIX vs VSCRX Comparison Chart
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VSCIX vs. VSCRX commentary
Jun 07, 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 VSCIX is a StrongBuy and VSCRX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. VSCRX (2.1B). VSCIX pays higher dividends than VSCRX: VSCIX (1.49) vs VSCRX (0.34). VSCIX was incepted earlier than VSCRX: VSCIX (28 years) vs VSCRX (11 years). VSCRX (0.92) is less costly to investors than VSCIX (0.04). VSCIX is a more actively managed with annual turnover of: 13.00 vs. VSCRX (5.00). VSCRX has a lower initial minimum investment than VSCIX: VSCRX (2500000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 5.16 vs. VSCRX (3.60). VSCIX return over 5 years is better than : 52.41 vs. VSCRX (31.95).
| VSCIX | VSCRX | VSCIX / VSCRX | |
| Total Expense Ratio | 0.04 | 0.92 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.92 | 4% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -4.051 | -3.287 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.1B | 7,048% |
| Annual Yield % from dividends | 1.49 | 0.34 | 435% |
| Returns for 1 year | 5.16 | 3.60 | 143% |
| Returns for 3 years | 16.72 | 27.58 | 61% |
| Returns for 5 years | 52.41 | 31.95 | 164% |
| Returns for 10 years | 96.66 | 115.08 | 84% |
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