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SCECX vs VSMAX
SCECX vs VSMAX Comparison
Open Charts SCECX vs VSMAX
Steward Values Enhanced SmMidCapI
Price$12.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets177.86M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
SCECX vs VSMAX Comparison Chart
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SCECX vs. VSMAX commentary
May 23, 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: 140B vs. SCECX (178M). VSMAX pays higher dividends than SCECX: VSMAX (1.56) vs SCECX (1.03). 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 : 1.77 vs. SCECX (-6.75). VSMAX return over 5 years is better than : 67.52 vs. SCECX (13.88).
| 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 | -6.308 | -5.538 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 140B | 0% |
| Annual Yield % from dividends | 1.03 | 1.56 | 66% |
| Returns for 1 year | -6.75 | 1.77 | -382% |
| Returns for 3 years | -12.87 | 22.35 | -58% |
| Returns for 5 years | 13.88 | 67.52 | 21% |
| Returns for 10 years | -17.80 | 91.20 | -20% |