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SCRSX vs VSMAX
SCRSX vs VSMAX Comparison
Open Charts SCRSX vs VSMAX
Bernstein Small Cap Core SCB
Price$10.49
Change+$0.19 (+1.84%)
VolumeN/A
Net Assets604M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
SCRSX vs VSMAX Comparison Chart
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SCRSX vs. VSMAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SCRSX (604M). 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 : -2.34 vs. SCRSX (-17.32). VSMAX return over 5 years is better than : 71.79 vs. SCRSX (21.93).
| 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 | -13.735 | -12.239 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 143B | 0% |
| Annual Yield % from dividends | 0.21 | 1.52 | 14% |
| Returns for 1 year | -17.32 | -2.34 | 739% |
| Returns for 3 years | -21.64 | 4.74 | -457% |
| Returns for 5 years | 21.93 | 71.79 | 31% |
| Returns for 10 years | N/A | 79.09 | - |
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