Ad is loading...
SCETX vs VSMAX
SCETX vs VSMAX Comparison
Open Charts SCETX vs VSMAX
Virtus Ceredex Small-Cap Value Eq I
Price$8.65
Change-$0.09 (-1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SCETX vs VSMAX Comparison Chart
Loading...
SCETX vs. VSMAX commentary
Sep 21, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SCETX (105M). 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 : 25.54 vs. SCETX (11.03). VSMAX return over 5 years is better than : 53.45 vs. SCETX (-10.72).
| 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 | 10.051 | 10.898 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 149B | 0% |
| Annual Yield % from dividends | 0.60 | 1.42 | 42% |
| Returns for 1 year | 11.03 | 25.54 | 43% |
| Returns for 3 years | -22.12 | 8.91 | -248% |
| Returns for 5 years | -10.72 | 53.45 | -20% |
| Returns for 10 years | -43.56 | 121.55 | -36% |
View a ticker or compare two or three
VS
VS
Ad is loading...