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SCETX vs VSCPX
SCETX vs VSCPX Comparison
Open Charts SCETX vs VSCPX
Virtus Ceredex Small-Cap Value Eq I
Price$7.57
Change-$1.21 (-13.78%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
SCETX vs VSCPX Comparison Chart
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SCETX vs. VSCPX commentary
Dec 19, 2024
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 SCETX is a Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. SCETX (114M). VSCPX pays higher dividends than SCETX: VSCPX (1.44) vs SCETX (0.60). SCETX was incepted earlier than VSCPX: SCETX (28 years) vs VSCPX (14 years). SCETX is a more actively managed with annual turnover of: 94.00 vs. VSCPX (12.00). SCETX has a lower initial minimum investment than VSCPX: SCETX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 19.60 vs. SCETX (5.72). VSCPX return over 5 years is better than : 54.01 vs. SCETX (-9.44).
| SCETX | VSCPX | SCETX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 13.613 | 18.058 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 167B | 0% |
| Annual Yield % from dividends | 0.60 | 1.44 | 42% |
| Returns for 1 year | 5.72 | 19.60 | 29% |
| Returns for 3 years | -22.52 | 15.81 | -142% |
| Returns for 5 years | -9.44 | 54.01 | -17% |
| Returns for 10 years | -35.50 | 125.14 | -28% |