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VSCRX vs VSMAX
VSCRX vs VSMAX Comparison
Open Charts VSCRX vs VSMAX
Virtus KAR Small-Cap Core R6
Price$58.11
Change+$0.42 (+0.73%)
VolumeN/A
Net Assets2.26B
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
VSCRX vs VSMAX Comparison Chart
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VSCRX vs. VSMAX commentary
Jan 31, 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 VSCRX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. VSCRX (2.26B). VSMAX pays higher dividends than VSCRX: VSMAX (1.42) vs VSCRX (0.54). VSCRX was incepted earlier than VSMAX: VSCRX (10 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. VSCRX (10.00). VSMAX has a lower initial minimum investment than VSCRX: VSMAX (3000) vs VSCRX (2500000). VSMAX annual gain was more profitable for investors over the last year : 20.35 vs. VSCRX (12.51). VSMAX return over 5 years is better than : 55.98 vs. VSCRX (43.70).
| VSCRX | VSMAX | VSCRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 0.857 | 3.638 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 155B | 1% |
| Annual Yield % from dividends | 0.54 | 1.42 | 38% |
| Returns for 1 year | 12.51 | 20.35 | 61% |
| Returns for 3 years | 29.91 | 20.91 | 143% |
| Returns for 5 years | 43.70 | 55.98 | 78% |
| Returns for 10 years | 134.59 | 124.89 | 108% |
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