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SCECX vs VSMAX
SCECX vs VSMAX Comparison
Open Charts SCECX vs VSMAX
Steward Values Enhanced SmMidCapI
Price$11.04
Change+$0.10 (+0.91%)
VolumeN/A
Net Assets162.86M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SCECX vs VSMAX Comparison Chart
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SCECX vs. VSMAX commentary
Apr 19, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SCECX (163M). VSMAX pays higher dividends than SCECX: VSMAX (1.52) vs SCECX (1.00). SCECX was incepted earlier than VSMAX: SCECX (19 years) vs VSMAX (24 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 (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 : -1.56 vs. SCECX (-9.12). VSMAX return over 5 years is better than : 68.33 vs. SCECX (14.63).
| 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 | 24 years | - |
| Gain YTD | -14.019 | -13.717 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 143B | 0% |
| Annual Yield % from dividends | 1.00 | 1.52 | 66% |
| Returns for 1 year | -9.12 | -1.56 | 585% |
| Returns for 3 years | -26.28 | 1.43 | -1,843% |
| Returns for 5 years | 14.63 | 68.33 | 21% |
| Returns for 10 years | -24.23 | 75.18 | -32% |