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ASCFX
Price
$27.33
Change
+$0.36 (+1.33%)
Updated
Nov 21 closing price
VSMAX
Price
$121.58
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
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ASCFX vs VSMAX

Header iconASCFX vs VSMAX Comparison
Open Charts ASCFX vs VSMAXBanner chart's image
Virtus Small-Cap R6
Price$27.33
Change+$0.36 (+1.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$121.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ASCFX vs VSMAX Comparison Chart
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VS
ASCFX vs. VSMAX commentary
Nov 22, 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 ASCFX is a StrongBuy and VSMAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. ASCFX (104M). VSMAX pays higher dividends than ASCFX: VSMAX (1.42) vs ASCFX (0.73). ASCFX was incepted earlier than VSMAX: ASCFX (6 years) vs VSMAX (24 years). ASCFX is a more actively managed with annual turnover of: 82.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than ASCFX: VSMAX (3000) vs ASCFX (2500000). VSMAX annual gain was more profitable for investors over the last year : 32.49 vs. ASCFX (30.63). VSMAX return over 5 years is better than : 61.09 vs. ASCFX (36.52).
ASCFXVSMAXASCFX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence6 years24 years-
Gain YTD22.31319.265116%
Front LoadN/AN/A-
Min. Initial Investment2500000300083,333%
Min. Initial Investment IRAN/AN/A-
Net Assets104M151B0%
Annual Yield % from dividends0.731.4252%
Returns for 1 year30.6332.4994%
Returns for 3 years-7.3410.66-69%
Returns for 5 years36.5261.0960%
Returns for 10 yearsN/A126.80-
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