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VSCRX vs VSMAX
VSCRX vs VSMAX Comparison
Open Charts VSCRX vs VSMAX
Virtus KAR Small-Cap Core R6
Price$57.81
Change-$0.67 (-1.15%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
VSCRX vs VSMAX Comparison Chart in %
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VSCRX vs. VSMAX commentary
Aug 17, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. VSCRX (2.18B). VSMAX pays higher dividends than VSCRX: VSMAX (1.37) vs VSCRX (0.33). 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 : 9.17 vs. VSCRX (2.30). VSMAX return over 5 years is better than : 57.73 vs. VSCRX (34.51).
| 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 | 1.066 | 2.517 | 42% |
| 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 | 154B | 1% |
| Annual Yield % from dividends | 0.33 | 1.37 | 24% |
| Returns for 1 year | 2.30 | 9.17 | 25% |
| Returns for 3 years | 23.27 | 20.48 | 114% |
| Returns for 5 years | 34.51 | 57.73 | 60% |
| Returns for 10 years | 143.83 | 113.12 | 127% |
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