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SCRSX vs VSMAX
SCRSX vs VSMAX Comparison
Open Charts SCRSX vs VSMAX
Bernstein Small Cap Core SCB
Price$11.34
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets665.14M
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
SCRSX vs VSMAX Comparison Chart
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SCRSX vs. VSMAX commentary
Jun 06, 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 SCRSX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SCRSX (665M). VSMAX pays higher dividends than SCRSX: VSMAX (1.48) vs SCRSX (0.21). SCRSX was incepted earlier than VSMAX: SCRSX (9 years) vs VSMAX (25 years). SCRSX (1.15) is less costly to investors than VSMAX (0.05). SCRSX is a more actively managed with annual turnover of: 63.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than SCRSX: VSMAX (3000) vs SCRSX (5000). VSMAX annual gain was more profitable for investors over the last year : 4.90 vs. SCRSX (-11.17). VSMAX return over 5 years is better than : 52.62 vs. SCRSX (9.28).
| SCRSX | VSMAX | SCRSX / VSMAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -4.941 | -3.912 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 148B | 0% |
| Annual Yield % from dividends | 0.21 | 1.48 | 14% |
| Returns for 1 year | -11.17 | 4.90 | -228% |
| Returns for 3 years | -13.46 | 18.34 | -73% |
| Returns for 5 years | 9.28 | 52.62 | 18% |
| Returns for 10 years | N/A | 96.38 | - |
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