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SCRSX vs VSMAX
SCRSX vs VSMAX Comparison
Open Charts SCRSX vs VSMAX
Bernstein Small Cap Core SCB
Price$12.32
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets713.27M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SCRSX vs VSMAX Comparison Chart
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VS
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SCRSX vs. VSMAX commentary
Jan 19, 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: 155B vs. SCRSX (713M). 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 : 21.26 vs. SCRSX (1.84). VSMAX return over 5 years is better than : 48.99 vs. SCRSX (4.05).
| 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 | 3.183 | 3.369 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 155B | 0% |
| Annual Yield % from dividends | 0.42 | 1.42 | 30% |
| Returns for 1 year | 1.84 | 21.26 | 9% |
| Returns for 3 years | -13.94 | 17.25 | -81% |
| Returns for 5 years | 4.05 | 48.99 | 8% |
| Returns for 10 years | N/A | 127.10 | - |
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