Ad is loading...
SCECX vs VSMAX
SCECX vs VSMAX Comparison
Open Charts SCECX vs VSMAX
Steward Values Enhanced SmMidCapI
Price$13.37
Change+$0.14 (+1.06%)
VolumeN/A
Net Assets211.44M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
SCECX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SCECX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SCECX (211M). 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 : 20.35 vs. SCECX (10.90). VSMAX return over 5 years is better than : 55.98 vs. SCECX (2.27).
| 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 | 3.037 | 3.638 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 155B | 0% |
| Annual Yield % from dividends | 0.89 | 1.42 | 63% |
| Returns for 1 year | 10.90 | 20.35 | 54% |
| Returns for 3 years | -12.22 | 20.91 | -58% |
| Returns for 5 years | 2.27 | 55.98 | 4% |
| Returns for 10 years | -2.28 | 124.89 | -2% |
View a ticker or compare two or three
VS
VS
Ad is loading...