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SCRSX vs VSMAX
SCRSX vs VSMAX Comparison
Open Charts SCRSX vs VSMAX
Bernstein Small Cap Core SCB
Price$11.77
Change-$0.36 (-2.97%)
VolumeN/A
Net Assets685.36M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
SCRSX vs VSMAX Comparison Chart
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SCRSX vs. VSMAX commentary
Feb 23, 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: 161B vs. SCRSX (685M). VSMAX pays higher dividends than SCRSX: VSMAX (1.42) vs SCRSX (0.42). SCRSX was incepted earlier than VSMAX: SCRSX (9 years) vs VSMAX (24 years). SCRSX is a more actively managed with annual turnover of: 43.00 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 : 14.26 vs. SCRSX (-5.97). VSMAX return over 5 years is better than : 48.38 vs. SCRSX (1.96).
| SCRSX | VSMAX | SCRSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -1.424 | 2.388 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 161B | 0% |
| Annual Yield % from dividends | 0.42 | 1.42 | 30% |
| Returns for 1 year | -5.97 | 14.26 | -42% |
| Returns for 3 years | -13.02 | 22.07 | -59% |
| Returns for 5 years | 1.96 | 48.38 | 4% |
| Returns for 10 years | N/A | 111.34 | - |