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SCETX vs VSMAX
SCETX vs VSMAX Comparison
Open Charts SCETX vs VSMAX
Virtus Ceredex Small-Cap Value Eq I
Price$7.57
Change-$1.21 (-13.78%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SCETX vs VSMAX Comparison Chart
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SCETX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SCETX (114M). VSMAX pays higher dividends than SCETX: VSMAX (1.42) vs SCETX (0.60). SCETX was incepted earlier than VSMAX: SCETX (28 years) vs VSMAX (24 years). SCETX is a more actively managed with annual turnover of: 94.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than SCETX: VSMAX (3000) vs SCETX (100000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. SCETX (5.72). VSMAX return over 5 years is better than : 53.97 vs. SCETX (-9.44).
| SCETX | VSMAX | SCETX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 13.613 | 18.049 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 167B | 0% |
| Annual Yield % from dividends | 0.60 | 1.42 | 42% |
| Returns for 1 year | 5.72 | 19.58 | 29% |
| Returns for 3 years | -22.52 | 15.80 | -143% |
| Returns for 5 years | -9.44 | 53.97 | -17% |
| Returns for 10 years | -35.50 | 125.00 | -28% |
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