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VSCRX vs VSMAX
VSCRX vs VSMAX Comparison
Open Charts VSCRX vs VSMAX
Virtus KAR Small-Cap Core R6
Price$55.56
Change+$0.24 (+0.43%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
VSCRX vs VSMAX Comparison Chart
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VSCRX vs. VSMAX commentary
Jun 07, 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: 148B vs. VSCRX (2.1B). VSMAX pays higher dividends than VSCRX: VSMAX (1.48) vs VSCRX (0.34). 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 : 5.16 vs. VSCRX (3.60). VSMAX return over 5 years is better than : 52.39 vs. VSCRX (31.95).
| 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 | -3.287 | -4.060 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 148B | 1% |
| Annual Yield % from dividends | 0.34 | 1.48 | 23% |
| Returns for 1 year | 3.60 | 5.16 | 70% |
| Returns for 3 years | 27.58 | 16.71 | 165% |
| Returns for 5 years | 31.95 | 52.39 | 61% |
| Returns for 10 years | 115.08 | 96.62 | 119% |
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