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SCETX vs VSMAX
SCETX vs VSMAX Comparison
Open Charts SCETX vs VSMAX
Virtus Ceredex Small-Cap Value Eq I
Price$7.10
Change-$0.14 (-1.93%)
VolumeN/A
Net Assets98.41M
Vanguard Small Cap Index Admiral Shares
Price$106.70
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
SCETX vs VSMAX Comparison Chart
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SCETX vs. VSMAX commentary
Mar 11, 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 SCETX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SCETX (98.4M). VSMAX pays higher dividends than SCETX: VSMAX (1.32) vs SCETX (0.91). SCETX was incepted earlier than VSMAX: SCETX (28 years) vs VSMAX (24 years). SCETX (1.12) is less costly to investors than VSMAX (0.05). 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 : 2.58 vs. SCETX (-8.13). VSMAX return over 5 years is better than : 59.70 vs. SCETX (-10.95).
| SCETX | VSMAX | SCETX / VSMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 1.12 | 0.05 | 2,240% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -4.862 | -4.932 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 153B | 0% |
| Annual Yield % from dividends | 0.91 | 1.32 | 69% |
| Returns for 1 year | -8.13 | 2.58 | -315% |
| Returns for 3 years | -20.45 | 15.74 | -130% |
| Returns for 5 years | -10.95 | 59.70 | -18% |
| Returns for 10 years | -46.61 | 101.15 | -46% |
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