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VSCRX vs VSMAX
VSCRX vs VSMAX Comparison
Open Charts VSCRX vs VSMAX
Virtus KAR Small-Cap Core R6
Price$55.27
Change-$0.63 (-1.13%)
VolumeN/A
Net Assets2.18B
Vanguard Small Cap Index Admiral Shares
Price$106.70
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
VSCRX vs VSMAX Comparison Chart
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VSCRX vs. VSMAX 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 VSCRX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. VSCRX (2.18B). VSMAX pays higher dividends than VSCRX: VSMAX (1.32) vs VSCRX (0.33). VSCRX was incepted earlier than VSMAX: VSCRX (10 years) vs VSMAX (24 years). VSCRX (0.92) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 12.00 vs. VSCRX (5.00). 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 : 2.82 vs. VSCRX (1.50). VSMAX return over 5 years is better than : 81.65 vs. VSCRX (62.13).
| VSCRX | VSMAX | VSCRX / VSMAX | |
| Total Expense Ratio | 0.92 | 0.05 | 1,840% |
| Annual Report Gross Expense Ratio | 0.92 | 0.05 | 1,840% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -2.273 | -4.932 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 153B | 1% |
| Annual Yield % from dividends | 0.33 | 1.32 | 25% |
| Returns for 1 year | 1.50 | 2.82 | 53% |
| Returns for 3 years | 31.53 | 14.37 | 219% |
| Returns for 5 years | 62.13 | 81.65 | 76% |
| Returns for 10 years | 119.43 | 98.11 | 122% |
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