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VSCIX vs VSCRX
VSCIX vs VSCRX Comparison
Open Charts VSCIX vs VSCRX
Vanguard Small Cap Index I
Price$106.69
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
Virtus KAR Small-Cap Core R6
Price$55.27
Change-$0.63 (-1.13%)
VolumeN/A
Net Assets2.18B
VSCIX vs VSCRX Comparison Chart
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VSCIX vs. VSCRX commentary
Mar 11, 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 Hold and VSCRX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. VSCRX (2.18B). VSCIX pays higher dividends than VSCRX: VSCIX (1.33) vs VSCRX (0.33). VSCIX was incepted earlier than VSCRX: VSCIX (28 years) vs VSCRX (10 years). VSCRX (0.92) is less costly to investors than VSCIX (0.04). VSCIX is a more actively managed with annual turnover of: 12.00 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 : 2.82 vs. VSCRX (1.50). VSCIX return over 5 years is better than : 81.66 vs. VSCRX (62.13).
| 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 | 10 years | - |
| Gain YTD | -4.933 | -2.273 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.18B | 7,028% |
| Annual Yield % from dividends | 1.33 | 0.33 | 397% |
| Returns for 1 year | 2.82 | 1.50 | 188% |
| Returns for 3 years | 14.37 | 31.53 | 46% |
| Returns for 5 years | 81.66 | 62.13 | 131% |
| Returns for 10 years | 98.17 | 119.43 | 82% |
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