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VSCRX vs VSMAX
VSCRX vs VSMAX Comparison
Open Charts VSCRX vs VSMAX
Virtus KAR Small-Cap Core R6
Price$52.53
Change-$0.38 (-0.72%)
VolumeN/A
Net Assets2.01B
Vanguard Small Cap Index Admiral Shares
Price$103.02
Change-$0.13 (-0.13%)
VolumeN/A
Net Assets143.36B
VSCRX vs VSMAX Comparison Chart
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VSCRX vs. VSMAX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. VSCRX (2.01B). VSMAX pays higher dividends than VSCRX: VSMAX (1.52) vs VSCRX (0.35). 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). VSCRX annual gain was more profitable for investors over the last year : 0.64 vs. VSMAX (0.22). VSMAX return over 5 years is better than : 75.28 vs. VSCRX (52.35).
| 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 | -8.164 | -10.457 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 143B | 1% |
| Annual Yield % from dividends | 0.35 | 1.52 | 23% |
| Returns for 1 year | 0.64 | 0.22 | 294% |
| Returns for 3 years | 24.93 | 10.25 | 243% |
| Returns for 5 years | 52.35 | 75.28 | 70% |
| Returns for 10 years | 98.92 | 81.98 | 121% |
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