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SCRSX vs VSMAX
SCRSX vs VSMAX Comparison
Open Charts SCRSX vs VSMAX
Bernstein Small Cap Core SCB
Price$10.27
Change-$0.75 (-6.81%)
VolumeN/A
Net Assets645.36M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
SCRSX vs VSMAX Comparison Chart
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SCRSX vs. VSMAX commentary
Apr 04, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SCRSX (645M). VSMAX pays higher dividends than SCRSX: VSMAX (1.52) vs SCRSX (0.21). SCRSX was incepted earlier than VSMAX: SCRSX (9 years) vs VSMAX (24 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 (12.00). 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 : 1.20 vs. SCRSX (-15.34). VSMAX return over 5 years is better than : 115.95 vs. SCRSX (53.88).
| 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 | 24 years | - |
| Gain YTD | -7.705 | -5.824 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 645M | 153B | 0% |
| Annual Yield % from dividends | 0.21 | 1.52 | 14% |
| Returns for 1 year | -15.34 | 1.20 | -1,273% |
| Returns for 3 years | -20.49 | 6.53 | -314% |
| Returns for 5 years | 53.88 | 115.95 | 46% |
| Returns for 10 years | N/A | 91.10 | - |