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SCECX vs VSMAX
SCECX vs VSMAX Comparison
Open Charts SCECX vs VSMAX
Steward Values Enhanced SmMidCapI
Price$12.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets165.11M
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
SCECX vs VSMAX Comparison Chart in %
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SCECX vs. VSMAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SCECX (165M). VSMAX pays higher dividends than SCECX: VSMAX (1.34) vs SCECX (0.89). SCECX was incepted earlier than VSMAX: SCECX (20 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: 36.00 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 : -0.84 vs. SCECX (-7.31). VSMAX return over 5 years is better than : 39.47 vs. SCECX (-6.91).
| 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 | 20 years | 25 years | - |
| Gain YTD | 0.779 | 2.440 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 162B | 0% |
| Annual Yield % from dividends | 0.89 | 1.34 | 67% |
| Returns for 1 year | -7.31 | -0.84 | 875% |
| Returns for 3 years | -9.96 | 30.09 | -33% |
| Returns for 5 years | -6.91 | 39.47 | -18% |
| Returns for 10 years | -6.11 | 122.69 | -5% |
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