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VSCRX vs VSMAX
VSCRX vs VSMAX Comparison
Open Charts VSCRX vs VSMAX
Virtus KAR Small-Cap Core R6
Price$57.64
Change-$4.35 (-7.02%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
VSCRX vs VSMAX Comparison Chart
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VSCRX vs. VSMAX commentary
Dec 19, 2024
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: 167B vs. VSCRX (2.38B). VSMAX pays higher dividends than VSCRX: VSMAX (1.42) vs VSCRX (0.54). VSCRX was incepted earlier than VSMAX: VSCRX (10 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. VSCRX (10.00). 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 : 15.24 vs. VSMAX (13.00). VSCRX return over 5 years is better than : 53.10 vs. VSMAX (47.01).
| VSCRX | VSMAX | VSCRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 18.905 | 13.252 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 167B | 1% |
| Annual Yield % from dividends | 0.54 | 1.42 | 38% |
| Returns for 1 year | 15.24 | 13.00 | 117% |
| Returns for 3 years | 18.05 | 11.09 | 163% |
| Returns for 5 years | 53.10 | 47.01 | 113% |
| Returns for 10 years | 139.01 | 115.86 | 120% |
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