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SCECX vs VSMAX
SCECX vs VSMAX Comparison
Open Charts SCECX vs VSMAX
Steward Values Enhanced SmMidCapI
Price$12.18
Change-$0.21 (-1.69%)
VolumeN/A
Net Assets182.17M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SCECX vs VSMAX Comparison Chart
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SCECX vs. VSMAX commentary
Jun 15, 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 Hold and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SCECX (182M). VSMAX pays higher dividends than SCECX: VSMAX (1.48) vs SCECX (0.98). SCECX was incepted earlier than VSMAX: SCECX (19 years) vs VSMAX (25 years). SCECX (0.64) is less costly to investors than VSMAX (0.05). SCECX is a more actively managed with annual turnover of: 18.00 vs. VSMAX (13.00). 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 : 6.94 vs. SCECX (-1.85). VSMAX return over 5 years is better than : 66.05 vs. SCECX (11.21).
| SCECX | VSMAX | SCECX / VSMAX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -3.505 | -2.800 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 148B | 0% |
| Annual Yield % from dividends | 0.98 | 1.48 | 66% |
| Returns for 1 year | -1.85 | 6.94 | -27% |
| Returns for 3 years | -5.67 | 33.52 | -17% |
| Returns for 5 years | 11.21 | 66.05 | 17% |
| Returns for 10 years | -15.55 | 96.54 | -16% |
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