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MSCFX vs VSMAX
MSCFX vs VSMAX Comparison
Open Charts MSCFX vs VSMAX
Mairs & Power Small Cap
Price$26.80
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets248.02M
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
MSCFX vs VSMAX Comparison Chart
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MSCFX vs. VSMAX commentary
May 12, 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 MSCFX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. MSCFX (248M). VSMAX pays higher dividends than MSCFX: VSMAX (1.56) vs MSCFX (0.09). MSCFX was incepted earlier than VSMAX: MSCFX (14 years) vs VSMAX (25 years). MSCFX (0.94) is less costly to investors than VSMAX (0.05). MSCFX is a more actively managed with annual turnover of: 14.41 vs. VSMAX (13.00). MSCFX has a lower initial minimum investment than VSMAX: MSCFX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 0.37 vs. MSCFX (-11.75). VSMAX return over 5 years is better than : 67.81 vs. MSCFX (28.69).
| MSCFX | VSMAX | MSCFX / VSMAX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -12.504 | -6.980 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 140B | 0% |
| Annual Yield % from dividends | 0.09 | 1.56 | 6% |
| Returns for 1 year | -11.75 | 0.37 | -3,148% |
| Returns for 3 years | -0.39 | 22.79 | -2% |
| Returns for 5 years | 28.69 | 67.81 | 42% |
| Returns for 10 years | 32.41 | 91.55 | 35% |