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SCECX vs VSMAX
SCECX vs VSMAX Comparison
Open Charts SCECX vs VSMAX
Steward Values Enhanced SmMidCapI
Price$13.63
Change-$0.55 (-3.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SCECX vs VSMAX Comparison Chart
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SCECX 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 SCECX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SCECX (214M). VSMAX pays higher dividends than SCECX: VSMAX (1.42) vs SCECX (0.89). SCECX was incepted earlier than VSMAX: SCECX (19 years) vs VSMAX (24 years). SCECX is a more actively managed with annual turnover of: 20.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than SCECX: VSMAX (3000) vs SCECX (100000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. SCECX (14.18). VSMAX return over 5 years is better than : 53.97 vs. SCECX (1.53).
| SCECX | VSMAX | SCECX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 16.194 | 18.049 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 167B | 0% |
| Annual Yield % from dividends | 0.89 | 1.42 | 63% |
| Returns for 1 year | 14.18 | 19.58 | 72% |
| Returns for 3 years | -8.84 | 15.80 | -56% |
| Returns for 5 years | 1.53 | 53.97 | 3% |
| Returns for 10 years | 3.96 | 125.00 | 3% |