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VSCRX vs VSMAX
VSCRX vs VSMAX Comparison
Open Charts VSCRX vs VSMAX
Virtus KAR Small-Cap Core R6
Price$58.92
Change+$0.92 (+1.59%)
VolumeN/A
Net Assets2.21B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
VSCRX vs VSMAX Comparison Chart in %
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VSCRX vs. VSMAX commentary
Sep 08, 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: 161B vs. VSCRX (2.21B). VSMAX pays higher dividends than VSCRX: VSMAX (1.31) vs VSCRX (0.32). VSCRX was incepted earlier than VSMAX: VSCRX (11 years) vs VSMAX (25 years). VSCRX (0.92) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 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 : 13.64 vs. VSCRX (4.67). VSMAX return over 5 years is better than : 66.80 vs. VSCRX (40.11).
| 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 | 11 years | 25 years | - |
| Gain YTD | 3.007 | 6.527 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 161B | 1% |
| Annual Yield % from dividends | 0.32 | 1.31 | 25% |
| Returns for 1 year | 4.67 | 13.64 | 34% |
| Returns for 3 years | 38.73 | 39.35 | 98% |
| Returns for 5 years | 40.11 | 66.80 | 60% |
| Returns for 10 years | 155.48 | 132.90 | 117% |
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