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SCECX vs VSMAX
SCECX vs VSMAX Comparison
Open Charts SCECX vs VSMAX
Steward Values Enhanced SmMidCapI
Price$13.00
Change+$0.10 (+0.78%)
VolumeN/A
Net Assets186.62M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SCECX vs VSMAX Comparison Chart in %
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SCECX vs. VSMAX commentary
Jul 26, 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: 153B vs. SCECX (187M). VSMAX pays higher dividends than SCECX: VSMAX (1.40) vs SCECX (0.94). 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). 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 : 7.83 vs. SCECX (-2.48). VSMAX return over 5 years is better than : 65.85 vs. SCECX (10.35).
| 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 | 0.467 | 2.178 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 153B | 0% |
| Annual Yield % from dividends | 0.94 | 1.40 | 68% |
| Returns for 1 year | -2.48 | 7.83 | -32% |
| Returns for 3 years | -6.30 | 33.45 | -19% |
| Returns for 5 years | 10.35 | 65.85 | 16% |
| Returns for 10 years | -8.10 | 113.90 | -7% |
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