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SCECX vs VSCPX
SCECX vs VSCPX Comparison
Open Charts SCECX vs VSCPX
Steward Values Enhanced SmMidCapI
Price$13.37
Change+$0.14 (+1.06%)
VolumeN/A
Net Assets211.44M
Vanguard Small Cap Index InstlPlus
Price$348.55
Change+$4.08 (+1.18%)
VolumeN/A
Net Assets155.27B
SCECX vs VSCPX Comparison Chart
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SCECX vs. VSCPX commentary
Jan 31, 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 SCECX is a StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. SCECX (211M). VSCPX pays higher dividends than SCECX: VSCPX (1.44) vs SCECX (0.89). SCECX was incepted earlier than VSCPX: SCECX (19 years) vs VSCPX (14 years). SCECX is a more actively managed with annual turnover of: 20.00 vs. VSCPX (12.00). SCECX has a lower initial minimum investment than VSCPX: SCECX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 20.35 vs. SCECX (10.90). VSCPX return over 5 years is better than : 56.01 vs. SCECX (2.27).
| SCECX | VSCPX | SCECX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 3.037 | 3.641 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 155B | 0% |
| Annual Yield % from dividends | 0.89 | 1.44 | 62% |
| Returns for 1 year | 10.90 | 20.35 | 54% |
| Returns for 3 years | -12.22 | 20.92 | -58% |
| Returns for 5 years | 2.27 | 56.01 | 4% |
| Returns for 10 years | -2.28 | 125.00 | -2% |
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